529 Distribution for college downpayment.

<p>I used 529 monies to place hold at a college. My daughter did not end up going to that college (or any other). She was unable to attend college this year. She will be attending a different college next year. So: We took a distribution from the 529, paid it to a school as a deposit and then didn't attend any college. How can I report that to the IRS?? I want to report this correctly but don't understand what to do.</p>

<p>You should get a 1099-Q from your 529 administrator. Box 1 is gross distributions, box 2 is earnings and box 3 is basis. The earnings part, if any, is subject to a 10% penalty and taxes when not used for qualified higher education expenses. That’s what’s reported to the IRS - you can google where you put it on your tax form.</p>

<p>Did you get your deposit back?</p>

<p>I think it is non-qualified distribution. Report it on your daugther’s tax returns. She may have tp pay 10% on the earnings. See <a href=“Publication 970 (2022), Tax Benefits for Education | Internal Revenue Service”>Publication 970 (2022), Tax Benefits for Education | Internal Revenue Service;

<p>The taxable part of the non-qualified distribution gets reported as income on Form 1040, line 21. Use part II of Form 5329 to figure any applicable 10% additional tax, which would be reported on Form 1040, line 58.</p>