Study Guide-Education Tax Benefits

The study guide is provided to guide you through the course material in a step by step format.

Course material is a PDF document.

Chapter 1 – §529 Qualified Tuition Programs

Assignment: Chapter 1 <<>> Review Questions  Group #1: # 1-5

When you have completed this chapter, you should be able to:

Chapter 2 – Coverdell Education Savings Accounts

Assignment: Chapter 2 <<>> Review Questions Group #2: #1-6

In this chapter we will look at the rules governing Coverdell Education Savings Accounts (ESAs). When you have completed this chapter, you should be able to:

Chapter 3 – Education Savings Bond Program

Assignment: Chapter 3 <<>> Review Questions Group #3: #1-5

In this chapter we will look at the federal education savings bond program rules. When you have completed this chapter, you should be able to:

Chapter 4 – Education Tax Credits

Assignment: Chapter 4 <<>> Review Questions Group #4: #1-6

When you have completed this chapter, you should be able to:

Chapter 5 – Taxation of Educational Assistance, Tuition & Fees and Student Loans

Assignment: Chapter 5 <<>> Review Questions Group #5: #1-5

When you have completed this chapter, you should be able to: