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Education
Thanks @Hal_AI, that helps a lot.
He is the beneficiary, 1099-Q is in his name/SSN.
Not looking to get any tax breaks for him AOTC/LLC whatever, just don't want to do it wrong and deal with the fall out.
Will probably just take back the rest of his 529 or transfer balance to the other kid and make him do his own taxes for 2025, especially since he seems to have capital gains etc.,
‎February 19, 2025
12:20 PM