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urberg18
New Member

529 Qualified Expenses

When I buy notebooks etc. that qualify as a 529 qualified expense there is state sales tax added to the amount.   Can I include the state sales tax as part of the qualified expense?

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‎March 21, 2020 10:17 AM
last updated ‎March 21, 2020 10:17 AM
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hbl3973
Level 10
Level 10

529 Qualified Expenses

urberg18,

 

Not to worry.  Yes, you may include the full cost of the notebooks which includes tax and shipping as part of the expenses covered by the 529 plan.

‎March 23, 2020 8:43 PM
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