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Which of the Following Statements Regarding the Qualified Tuition Plans

Question 702

Multiple Choice

Which of the following statements regarding the qualified tuition plans (QTP) is incorrect?


A) Distributions made from a QTP for college tuition will be tax- free in addition to qualifying for the American Opportunity credit or lifetime learning credit.
B) Distributions can be made tax- free to pay for room and board at college.
C) Distributions of income not used for qualified higher education expenses are taxable and subject to a 10% penalty.
D) Katie's parents had established a QTP for Katie, but she has received a "full- ride" scholarship. Katie's parents can name her sister as a replacement beneficiary of the QTP.

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