re: In late January, you will get a form 1099-Q from the 529 plan administrator. Box 1 will show $25,000. Box 2 will show the earnings portion of that $25K.
I won't get a 1099-Q because the disbursement was finalized on Jan 2, 2024 (although I initiated the withdrawal on Dec 29, 2023).
I have the withdrawal records showing how much the earning portions are, so I will use those when I file taxes.
