Thank you for your reply! I made the distribution request on 12/30/23 (lesson well learned to make it much earlier).
-How about do I have "any" argument to treat as a 2023 distribution? (rather than a "good" argument?)
-Has anyone else had this situation and what did they do?
-Has any tax law been passed that says you must receive the distribution from the 529 in the same year that the expense is paid?
My understanding is that the IRS does not want people to "abuse" the 529 by leaving the money in the account well after the qualified expense is paid in order to take advantage of longer tax deferred growth. In my case the money was left in the account 2 days past the year in which the expense was paid.