529 guidelines for room & board withdrawals?

JHS
Fri, 20 May 2011 14:52:06 +0000

That’s right. There was broad authority to treat a student’s technology purchases during 2009 and 2010 as qualified higher education expenses, but that was not extended to 2011-2012 (unlike most other tax breaks). There is a separate provision in the statute that treats equipment one is required to obtain to enroll or attend as a qualified expense, and that remains in effect.