Hi there,
1) For my daughter's college expenses in 2022, I initiated the 529 Withdrawal on 30thDec2022. I have received 1098T. But I haven't received 1099Q since the actual transaction happened on 3Jan2023. She is done with her college and there are no expenses expected for 2023. Any suggestions to deal with this slipped date?
2) Similarly for all Medical expenses in 2022, I initiated the HSA withdrawal on 30thDec2022. But the actual transaction happened on 5Jan2023. When googled, I found that this is acceptable.
Thanks,
Vasanth
