I made several withdrawals from several investment accounts. Two were disbursed in 2023. One withdrawal (payment made to us, not our son) was used to reimburse the out-of-pocket payment we made. Another one was disbursed on Dec 29, 2023, a check written to our son, from a fixed-income account, to cover the scholarship my son received.
I'll know how the plan treats the earnings because we'll receive 1099-R for those two withdrawals. Will we 2 separate 1099-Rs, one for us and one for our son?
