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Level 1
posted Aug 17, 2021 4:33:10 PM

529 Qualified Distribution for "Equitable Access" Textbooks?

Hello, my son will be attending UC Davis in Fall 2021.  UC Davis has a program that includes all required textbooks (both digital and hardcopy) for classes.  The $169 fee is supposed to be all inclusive for any required books.  Here's more info:  https://ucdavisstores.com/EquitableAccess

 

Question:  Since this $169 "Equitable Access" fee is for required books only, shouldn't this count as a 529 qualified distribution?

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1 Best answer
Level 7
Aug 19, 2021 1:21:24 PM

Yes, it would be qualified for 529.

1 Replies
Level 7
Aug 19, 2021 1:21:24 PM

Yes, it would be qualified for 529.