Room & Board and the COA Cap | 529 Tracker Tutorial

How 529 Tracker handles the Cost of Attendance cap on Room & Board expenses — the one expense category with a spending limit. See what happens when you go under the cap, what happens when you exceed it, and why the IRS evaluates your spending by calendar year.

529 Tracker helps families track qualified education expenses for 529 savings plans, aligned with IRS Publication 970 guidelines. Available on iPhone, iPad, and Mac.

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