And I report this on my tax return, correct? I do not report it on a return for my son, correct?

Even though we didn't rollover to an ESA...but a 529?

That's okay. I appreciate you checking on it for me. I've spent a lot of time researching it on my own too.But what do I need to do?

I realize that if it's used for qualified education expenses that it's non-taxable. But, we didn't use the funds for anything, just put them in the 529 account ...

Thank you, but the 1099 Q shows a distribution from each of his mutual funds accounts under the Coverdell ESA because we had to take the distribution in order t...