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Tax help for military filers
Take special note here:
When you have a 529 distribution that was used for the allowed (though unqualified) expenses of room and board, it is extremely important that you work through the education section the way the program is designed and intended to be used. If you do not, then chances are extremely high that you will *NOT* be asked for those room and board expenses paid with 529 funds. Therefore, the distribution will be taxable.
March 9, 2021
5:20 PM