CheersSRX’s Activity

Wed Nov 26


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CheersSRX replied to the Tax Strategies board. 6:35 PM

Re: 529 Question

Couple of additional comments from an experienced 529 withdraw-er; but not a tax expert by any means.

For each specific payment/withdrawal there are NOT forms involved. Just go ahead and pay the school or reimburse yourself. The tax form(s) [more]

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