After reviewing my withdrawals for my kid's 529 plan I realized that I had only withdrawn his tuition expenses for 2023. I had not remembered that since he moved off campus and was living in an apartment that the university no longer was charging for room and board. In 2023 I paid about $35K for these things (it's New York City). Can I just take the withdrawal now instead? On a google search I found a lot of posts about taking the withdrawal in the same year as the expense, but I don't find that wording on the actual IRS documentation.
Statistics: Posted by idoc2020 — Sun Sep 01, 2024 11:48 am — Replies 3 — Views 222