Hi - trying to wrap things up but getting tangled around this 529 silliness. Here is the situation:
- 529 plan withdrawls are summarized accurately on the 1099-Q
- the last withdrawl was on 12/20/19 for the Spring 2020 semester payment
- the college did not recognize the payment until early January 2020
- the college did not include the Spring 2020 payment in the 2019 1098-T
- 1099-Q and 1098-T numbers do not match
Please suggest how I should account for this while filing. TurboTax is indicating that the excess withdrawls are taxable.
thanks,
Rob
