bethbrake
Level 2
12-07-2019
05:41 AM
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Any recourse for the taxpayer - money was used to pay for qualified education expenses
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sjrcpa
Level 15
12-07-2019
05:41 AM
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Did the client get it in writing from the plan administrator? The recourse is there.
The more I know the more I don’t know.
itonewbie
Level 15
12-07-2019
05:41 AM
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That's not correct. §72(t)(2)(E) is very specific that the provision applies only to individual retirement plans.
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