@Hal_Al
Thank you so much for your detailed response.
In answering your question about the 1099-Q, unfortunately, I had to calculate the numbers for Box 2 and Box 3 myself.
The form itself only includes Box 1 values (distributions), likely because these are ESA withdrawals and there was no requirement at the time. To make matters worse, it also includes transfers to a 529 in the same Box 1, which I have chosen to ignore.
