Thanks Hal_AI - this is very helpful and will be sure to not make this mistake going forward! In my situation, I paid my son's spring tuition costs for community college out of pocket in December 2022 and made the 529 withdrawal in January 2023 resulting in a mismatch in the 1098T and 1099-Q forms. I'm trying to figure out how best to proceed in terms of potential tax implications and submitting my 2023 tax return. Any thoughts are appreciated and am also searching the community forum.
