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Mis-timed 529 Distribution
I took a distribution from a 529 in December 2023 to pay for tuition in January 2024. Now my 1099Q does not match my 1098T for calendar year 2023 due to the early distribution. Is there a way to rectify this and not be taxed for the December distribution that did get applied to January tuition?
‎February 25, 2024
6:11 PM