I think that everything in Joe's 2016 article remains correct, with the caveat that the 1098-T forms issued by colleges might not be as totally useless as they were in 2016. The reason for this is that starting in tax year 2018 colleges were required to report expenses paid during the tax year for certain qualified expenses, whereas previously colleges had the option to report either expenses paid or amounts billed, and I think the majority of colleges went with amounts billed. This often resulted in a mismatch between what was actually paid and when (which is important for 529 accounting and the education tax credits) and what the school billed for and when, which was easy for the school to keep track of but was next to worthless for tax purposes.
Of course, I'll defer to any new advice that Joe chooses to disseminate.