Thank you JulieS. Are the performance requirements you posted for all of calendar year 2023, or did the specifications change with version 7.0 in October 2023?
In this situation, what if the refund/recontribution didn't happen until 2020. Is the recontribution considered a 2019 or 2020 event for 529 record keeping?
Many colleges have closed dorms for the balance of the Spring 2020 semester and may be refunding a portion of room and board. If the room/board were billed in 2...
Many colleges have closed dorms due to COVID-19 for the balance of the Spring 2020 semester and may be refunding a portion of room and board. If the room/board ...