This is the fifth year in a row that I’ve done this and the second time I’ve had withdrawals from both a 529 and an ESA. It’s a systemic problem not a user erro...
Thanks. I’m a CPA. I know I can do that as a stop gap. The software used to work and we’ve only taken the withdrawals to pay eligible expenses. It’s for my daug...
The error (distributions from ESAs and 529 plans) resulting in taxable income for eligible expenses is still present as of March 15, 2026. What is your timing o...
