brjohn92
New Member

Hardship Withdrawal

Hello

 

Long story short im in school and I found out recently that I am short a class to qualify to sit as a CPA. My job requires I have it soon. I did research and found an old 401k that had almost enough to cover the cost and they allowed tuition expense as a category. I was able to get it approved since I had to pay for the class up front. My question is it okay that I did this since they allowed me? I want to make sure I'm doing the right thing. Also, any advice on what documents I should save for tax prep would be helpful. Do I need to provide a receipt of the class, for example?