I recommend that 529 account owners take care to withdraw 529 funds in the same calendar year as the payment of college expenses. Otherwise the taxpayer assumes the risk of IRS challenge by trying to tie this year's withdrawals to prior-year or future-year payments of qualifying expenses.  -   Joseph Hurley     Quotes
I recommend that 529 account owners take care to withdraw 529 funds in the same calendar year as the payment of college expenses. Otherwise the taxpayer assumes the risk of IRS challenge by trying to tie this year's withdrawals to prior-year or future-year payments of qualifying expenses. Joseph Hurley