Thanks for all the great responses. I find myself in a similar situation and am not sure how to proceed:
My daughter (in college) just received a CP2057 regarding her a 1099-Q payment not matching what was reported. We had the 529 send the money to the college's Prepaid plan, where you pay for all 4 years of tuition and room/board up front, and then they draw it down over time. Since it's qualified expenses, there's nothing in her tax form that was submitted, but we have the Form 1099-Q sheet that TT generated as "Keep for your records". How should I respond to the CP-2057? Do I file a 1040-X even though there are no adjustments, and include the worksheet with Part III ? Or is there a different way this should be handled?
