I converted about $30k from a Converdell account to a state 529 account for my son. My son is still in high school. Do I need to report this to IRS? If so, how?

[ToddL · Accepted solution]

Yes, if you received a Form 1099-Q reporting a total distribution from the Coverdell ESA, then you have to report it on your tax return. 

The 1099-Q interview will ask whether you did a conversion (roll-over) to another qualified education savings account (e.g. state 529 plan).

"Did you roll over or transfer all or part of this distribution of within 60 days to another qualified tuition program?"

See: 1099Q, Distribution Transfer