Sentences with phrase «fees at an eligible institution»

Not exact matches

Qualified Expenses: Tuition and fees required for enrollment or attendance at an eligible postsecondary educational institution, not including personal, living, or family expenses (such as room and board)

• Tuition or fees at a qualified school or an eligible postsecondary institution • Textbooks • Educational therapies or services from a licensed or accredited practitioner or provider • Tutoring or teaching services • Curricula and related materials • Tuition or fees for an online learning program • Fees for a nationally standardized norm - referenced achievement test, an advanced placement examination, or any exams related to college or university admission • Contributions to a college savings account • Services provided by a public school, including individual classes and extracurricular programs • Any fees for the management of thefees at a qualified school or an eligible postsecondary institution • Textbooks • Educational therapies or services from a licensed or accredited practitioner or provider • Tutoring or teaching services • Curricula and related materials • Tuition or fees for an online learning program • Fees for a nationally standardized norm - referenced achievement test, an advanced placement examination, or any exams related to college or university admission • Contributions to a college savings account • Services provided by a public school, including individual classes and extracurricular programs • Any fees for the management of thefees for an online learning program • Fees for a nationally standardized norm - referenced achievement test, an advanced placement examination, or any exams related to college or university admission • Contributions to a college savings account • Services provided by a public school, including individual classes and extracurricular programs • Any fees for the management of theFees for a nationally standardized norm - referenced achievement test, an advanced placement examination, or any exams related to college or university admission • Contributions to a college savings account • Services provided by a public school, including individual classes and extracurricular programs • Any fees for the management of thefees for the management of the ESA

• Course - related expenses, such as fees, books, supplies, and equipment that are required for the courses at the eligible educational institution.

The deduction applies only to tuition and fees at eligible post-secondary educational institutions, but can't be applied to room and board.

For purposes of tax - free scholarships and fellowships, these are expenses for: • Tuition and fees required to enroll at or attend an eligible educational institution.

They can help to pay for qualified education expenses such as tuition, fees and books, as well as certain room and board costs at eligible educational institutions.

Contributions to a Coverdell Account are not deductible, but amounts deposited in the account grow tax - free until distributed, and there is no tax on distributions if they are for enrollment or attendance at an eligible educational institution or qualified education expenses, such as tuition and fees, required books, supplies and equipment and qualified expenses for room and board.

Qualified Higher Education Expenses for section 529 plans typically include tuition, fees, books, supplies and equipment required for enrollment or attendance at an eligible higher education institution.

These qualified education expenses are tuition, fees, books, supplies and equipment required for the enrollment to or attendance at an eligible educational institution.

Qualified education expenses include tuition and fees required for enrollment or attendance at an eligible postsecondary educational institution, but not including personal, living, or family expenses, such as room and board.

Qualified higher education expenses include tuition, fees, and the cost of books, supplies, and equipment required for the enrollment and attendance of the beneficiary at an eligible educational institution, and certain room and board expenses.

These qualified education expenses are tuition, fees, books, supplies and equipment required for the enrollment or attendance of a student at an eligible educational institution, and must be used in the year of the withdrawal.

Two cautions about this type of product though: Make sure the fee the broker charges does not wipe out the rate advantage they are able to get you, and ensure the CD lists you as the account's owner at a FDIC - member institution, or else your deposit may not be eligible for FDIC insurance.

In both instances, these services or products may include: company financial data and economic data (e.g., unemployment, inflation rates and GDP figures), stock quotes, last sale prices and trading volumes, research reports analyzing the performance of a particular company or stock, narrowly distributed trade magazines or technical journals covering specific industries, products, or issuers, seminars or conferences registration fees which provide substantive content relating to eligible research, quantitative analytical software and software that provides analyses of securities portfolios, trading strategies and pre / post trade analytics, discussions with research analysts or meetings with corporate executives which provide a means of obtaining oral advice on securities, markets or particular issuers, short - term custody related to effecting particular transactions and clearance and settlement of those trades, lines between the broker - dealer and order management systems operated by a third party vendor, dedicated lines between the broker - dealer and the investment adviser's order management system, dedicated lines providing direct dial - up service between the investment adviser and the trading desk at the broker - dealer, message services used to transmit orders to broker - dealers for execution, electronic communication of allocation instructions between institutions and broker - dealers, comparison services required by the SEC or another regulator (e.g., use of electronic confirmation and affirmation of institutional trades), exchange of messages among broker - dealers, custodians, and institutions related to a trade, post-trade matching of trade information, routing settlement instructions to custodian banks and broker - dealers» clearing agents, software that provides algorithmic trading strategies, and trading software operated by a broker - dealer to route orders to market centers or direct market access systems.