What are Qualified Higher Education Expenses?

Qualified Higher Education Expenses are defined in Section 529 of the federal tax code. They include:

  1. Tuition;
  2. Fees;
  3. Room and board expenses during an academic period in which the student is enrolled at least half-time in a degree, certificate or other program that leads to a recognized educational credential awarded by an Eligible Educational Institution;
  4. Textbooks, supplies and equipment required for enrollment or attendance
  5. Computers, peripheral equipment, software and internet service primarily used by the student; and
  6. Special needs services incurred in connection with enrollment or attendance.

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