@Hal_AlBy the way, if I have the distribution from my son's 529 plan sent to me, I will then bethe recipient of the distribution that gets reported on 1099-Q, r...
@Hal_AlThanks for such detailed response! In your scenario, if I only withdraw $3000 from my son's 529 plan, there should be no tax on the earnings. I will have...
Thanks for confirming that all I have to do is to put the money back (within 60 days) to not incur the tax and the penalty. I will withdraw a reduced amount of ...