Thanks - seems like its recommended to do a rollover to put the funds back into the 529 (since it has been < 60 days) and then an immediate withdrawl is the solution. I wonder if the 529 provider (Vanguard) will issue me a revised 2023 1099Q ?
I was questioning whether or not I would really have to do this rollover considering the IRS pub that says: "You must pay the qualified education expenses for an academic period that starts during the tax year or the first three months of the next tax year. " So, my qualified expense is from December 2023 and I AM paying it within 3 months, so I would think this would be ok despite crossing tax years? But, perhaps better on the safe side and do the rollover/withdrawl.
