Utilizing the American Opportunity Tax Credit to its Potential

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@BelknapPoint

It is my understanding that a computer is a qualified expense and does not explicitly need to be required from the school. I thought this was a change made in the past few years.

You are confusing American Opportunity Tax Credit qualified expenses with 529 qualified expenses.

Thanks for the correction. I guess when you use both a 529 and the AOTC (making sure to not pay $4K from the 529), it’s pretty easy to say the $4K was for tuition and the 529 paid for the more liberal 529 qualified expenses. But your point is well taken.