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August 17, 2021
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529 Qualified Distribution for "Equitable Access" Textbooks?

  • August 17, 2021
  • 1 reply
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Hello, my son will be attending UC Davis in Fall 2021.  UC Davis has a program that includes all required textbooks (both digital and hardcopy) for classes.  The $169 fee is supposed to be all inclusive for any required books.  Here's more info:  https://ucdavisstores.com/EquitableAccess

 

Question:  Since this $169 "Equitable Access" fee is for required books only, shouldn't this count as a 529 qualified distribution?

    Best answer by DanPaul02

    Yes, it would be qualified for 529.

    1 reply

    DanPaul02Answer
    August 19, 2021

    Yes, it would be qualified for 529.