skil
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First, appreciate all the e-mail responses as well as the speed!Just for clarification, I made the college payment in 2024 and the 529 withdrawl in 2023 (which ...
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Ok - so I called Vanguard today and they told me I don't need to do anything because the qualified expenses were INCURRED in 2023 despite being paid in 2024. Th...
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Thanks! Just one more question. If I do the rollover next week, do I report this against 2023? For instance, if my 2023 withdrawl was $30K but I rollover $15K "...
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Thanks - seems like its recommended to do a rollover to put the funds back into the 529 (since it has been < 60 days) and then an immediate withdrawl is the sol...
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Thanks very much appreciate the quick response! The actual $10K scholarship reported was directly from the school - just really a discount they gave on the full...
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- Got Cheered for Re: Student info worksheet part vi line 17- why a $10k "used for credit or deduction" reduction?. April 6, 2025 1:35 PM
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- Got Cheered for Re: Student info worksheet part vi line 17- why a $10k "used for credit or deduction" reduction?. September 26, 2023 7:05 PM
- Got Cheered for Re: Student info worksheet part vi line 17- why a $10k "used for credit or deduction" reduction?. September 26, 2023 7:04 PM
- Posted Re: Scholarship is producing taxable income against 529 withdrawl on Deductions & credits. February 12, 2023 11:09 AM
- Posted Scholarship is producing taxable income against 529 withdrawl on Deductions & credits. February 12, 2023 9:36 AM
- Posted Re: ABP Interest Adjustment - Data source? on Deductions & credits. March 14, 2022 8:31 AM
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- Posted Re: Where in TT can you specify that an unqualified education withdrawl is not subject to tax because of a scholarship? on Education. February 3, 2022 4:37 PM
- Posted Re: Student info worksheet part vi line 17- why a $10k "used for credit or deduction" reduction? on State tax filing. February 2, 2022 5:11 PM
- Posted Where in TT can you specify that an unqualified education withdrawl is not subject to tax because of a scholarship? on Education. February 2, 2022 5:00 PM
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- Posted PENDING status on After you file. February 27, 2021 1:09 PM