The tool will never automatically withdraw funds from a 529 account. You must set up a manual one-time expense per transaction per account. The basic steps are below:

  1. Go to My Plan > Expenses & Inflation

  2. For each year you plan to use money from a 529 account, create a line item.

  3. Select a 529 account

  4. Select the amount to consume

  5. Select the age you plan to incur the expense.

  6. Select the reason

  7. Repeat for each year you plan to make a withdrawal.

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