Hello Kris,
Thank you for those insights. What you have noted is exactly what needed to be done. This is truly a timing different in funds being pulled out of the 529 plan the last week of December 2024 and the University not receiving or cashing the funds until the first week of January 2025. I'm very confident that I have all of the support to verify this situation if it is ever questioned. Taking the instructions you provided eliminated the multiple thousand dollars of tax liability that should not be incurred.
Thanks for the prompt response.
Joe
