Coverdell ESA

Submitted by ShipsnGiggles on Tue, 2014-11-04 00:14

Good Afternoon:

In 2015 can an individual take a distribution for qualified expenses from an ESA and claim a HOPE scholarship or Lifetime Learning Credit in the same year provided the amounts are used for different educational purposes?

Thanks



Submitted by ShipsnGiggles on Tue, 2014-11-25 18:37

Reposting – Hoping for clarity. In 2015 can an individual take a distribution for qualified expenses from an ESA and claim a HOPE scholarship or Lifetime Learning Credit in the same year provided the amounts are used for different educational purposes?

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