Search found 6 matches

by OSUBucks4Evr
Sun Jun 18, 2017 11:22 am
Forum: Investing - Help with Personal Investments
Topic: Can I Use a 529 Account to Pay for Multiple Computing Devices
Replies: 3
Views: 629

Can I Use a 529 Account to Pay for Multiple Computing Devices

Bogleheads, My apologies for this post being so long. I am not good at being succinct. My question is whether 529 dollars can be used to pay for the purchase of multiple computing devices (an iPad mini and a laptop) for the same student. In this case, they will be purchased in the same year. This fa...
by OSUBucks4Evr
Tue Sep 20, 2016 11:14 am
Forum: Investing - Help with Personal Investments
Topic: Question on 529 Plans and School Refunds
Replies: 1
Views: 368

Question on 529 Plans and School Refunds

Hello Bogleheads, I have a question on 529 plans. My daughter is a sophomore at our state flagship university. I have a 529 plan for her that we’ve been using to pay for her QHEE (qualified higher education expenses). In Aug 2016, I withdrew funds from her 529 plan to pay for her Autumn 2016 semeste...
by OSUBucks4Evr
Sun Jan 24, 2016 10:26 pm
Forum: Personal Finance (Not Investing)
Topic: Not Sure Which Federal Tax Form to File
Replies: 14
Views: 1366

Re: Not Sure Which Federal Tax Form to File

OP here. Many thanks to everyone who replied. The info you provided was very helpful.

mizchief - I do use TurboTax, so thanks for the heads up about its tendency to misinterpret the 1099 info.
by OSUBucks4Evr
Fri Jan 22, 2016 5:42 pm
Forum: Personal Finance (Not Investing)
Topic: Not Sure Which Federal Tax Form to File
Replies: 14
Views: 1366

Re: Not Sure Which Federal Tax Form to File

livesoft – Thank you for your swift response. To be honest, I am still learning in regard to 529 funds and their tax treatment. Daughter is the older of our 2 kids and just started college a few months ago, so to date I’ve never had to address the 529 withdrawals issue on a tax return. A few months ...
by OSUBucks4Evr
Fri Jan 22, 2016 4:55 pm
Forum: Personal Finance (Not Investing)
Topic: Not Sure Which Federal Tax Form to File
Replies: 14
Views: 1366

Not Sure Which Federal Tax Form to File

Hello Fellow Bogleheads, I have a question about which federal tax form my teenage daughter needs to file this year. She’s currently 18 and a freshman at a public university in our home state. In 2015, she worked part-time at a fast-food restaurant and her total earnings were less than the standard ...
by OSUBucks4Evr
Sun Aug 02, 2015 11:36 am
Forum: Personal Finance (Not Investing)
Topic: Filing an Amended Tax Return
Replies: 2
Views: 425

Filing an Amended Tax Return

Hello everyone. I have been reading Bogleheads for 2 years now and have benefitted many times from the stellar advice given here. My question is a simple one about filing an amended tax return, but I have been unable to find an answer on my own. I just now finished amending my 2014 federal tax retur...