IRonMaN
Level 15
Thursday
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
529 plans are unique since they don't get reported on the return like an IRA. As long as the funds were not withdrawn and used personally, I don't believe you need to do anything on the return. Keep the 1099Q in the client's file along with your notes in the event the IRS does ask the client about it somewhere down the road.
Slava Ukraini!