Hi - I just finished reading this thread as I am going to have the same situation in 2023. I came to the same conclusion as you - there's two very different ans...
I haven't actually claimed my daughter in several years. She started this program last May at the age of 25. Prior to that she was working and paying all her ow...
My daughter (the benficiary) is a full time student at a tech school. I pulled money from her 529 account to pay her tuition directly to the school. Then I boug...
Are you saying I don't need to report the withdrawal at all? Even though I got the 1099-Q with my SS on it? I would think that would raise a red flag with the I...