Shasta
New Member

Education

Last year I totaled up 2018’s expenses.  Submitted to 529 plan at end of December 2018. Just saw as I was about to submit 2019’s expenses for reimbursement that 2018’s request was paid out 1/2/2019 per the 529 plan’s record.  I don’t want to lose pulling untaxed a full year’s worth of expenses from the 529 plan.  I suspect the 529 plan will send a 1099Q reflecting 2019’s distributions to include the 1/2/2019 distribution.  How can I make sure the IRS aligns the December 2018 distribution request as matching up with 2018’s expenses not 2019’s?