Greetings all,
Daughter in final semester of college this spring. Tuition, Room and Board expenses have been reimbursed from her 529 plan for before end of 2023 and her 1009-Q reflects that. My problem is what to do about Room and Board expenses incurred and reimbursed in 2024. She will receive a new 1099-Q for 529 disbursements for 2024. Do I have to wait to claim all room and board expenses incurred in 2024 on our 2024 tax returns? Hope this question makes sense to somebody besides me. Jon
