Terry53029
Level 15
Level 15

If your client opened a Bright Star 529 savings plan there are no restrictions on withdrawals for qualified education expenses, and he can take up to a $20000 tax deduction (MFJ) even in the same year. see link:

https://smartasset.com/college-savings-plans/illinois-529-plans#:~:text=Illinois%20offers%20two%2052....