According to this, it's based on calendar year for the scholarship. I wish 529 distributions were like HSA, withdraw whenever you want, just keep your proof.htt...
I waited until July 2020 to file my son's 2019 return so all forms were updated but TurboTax didn't calculate it right. I calculated with pre TCJA and post TCJA...
I always use the school's Cost of Attendance for Room & Board for off campus housing. That's what's recommended here toohttps://www.fidelity.com/learning-center...
I neglected to mention that quite a bit of income is capital gains, that's why my calculated tax is lower. Thanks for the reply and for confirming my reading of...
529 distributions have to be made the same year the tuition is DUE. In other words you can get a bill in Dec for Jan tuition, room & board. You will want to kee...