dsbeardsley
Returning Member

Education

Thanks for that very detailed reply. However, I think my question is much simpler than all that and maybe I didn't state it well initially. I'll try again...

 

My son received 529 fund distributions from myself and two grandparents to pay for room and board. When I am filing *my* taxes, I should only include the 529 distributions made from *my* accounts, yes? I should not include the 529 distributions from other people's accounts when I am entering, for example, the amount spent on Room and Board that was paid for by 529 funds. I only enter *my* 529 fund distributions, correct?

 

The 529 fund distributions from grandparents went directly to my son (as the beneficiary) to pay for room and board--they never passed through me. So I'm pretty sure I don't even consider those in my tax return.