Hal_Al
Level 15

Education

@jpr1 

The requirement was not scrapped.  It's still there.  It's essentially a rollover.  It's not so much that you need to notify the plan administrator, the requirement is that you need to keep track of the basis and earnings.  If you want the 1099-Q (distribution form) to be accurate (and not waive a red flag at the IRS), you need to notify the plan of those details. 

 

My 529 plan's contribution form has blanks to fill in with that info (breakdown between interest [earnings] and principal [basis]). 

 

If it were me, I'd send them the money (EFT), to meet the end of the year deadline, and sort out the details later.  But, you should check to see if the contribution form can be filled out at the plan's web site.