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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?
December 25, 2019
11:24 PM