Hello Again Hal_Al-
To follow-up.
This education fund started as an Educational Savings Account (ESA). But the account was then taken over (transferred) to the Vanguard 529 College Savings Plan (under the Nevada College Savings Trust). So previous years the 1099-Q were from an ESA and this year (2024) from the 529 plan. I checked the 2024 boxes1 and 2 and they showed the same number ($38,612). Previous years showed nothing in box 1 and 2.
Not to confuse things further, but of the total amount shown for distribution in 2024, $7,100 was used to pay for tuition in Spring semester 2025. I understand now that the distribution and the expense payment should occur in the same year. Is this also part of the problem with my situation?
