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The Kiplinger Tax Letter

Going Back to College – Make sure you are taking advantage of your 529 Account



The Kiplinger Tax Letter 0

Funds in 529 accounts can be withdrawn tax-free for off-campus housing (with some limitations). The college student must be enrolled at least half-time. You can’t claim more than the room-and-board allowance that the college includes in the cost of attendance for federal financial aid purposes. You should be able to…

August 16, 2017



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Tax Updates

  • Beneficial Ownership Information Reporting January 25, 2024
  • IRS sets January 23 as official start to 2023 tax filing season January 18, 2023
  • Tax Deadlines January 18, 2023

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