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529 Rollover to Roth in 2024 - how to report on tax return
Hello - I don't have the 1099Q yet but wanted to know how this gets reported in Turbotax to reflect that the distribution is not taxable. I tried to do a mock up of the 1099Q with the data I have, but I didn't see an option in Turbotax to distinguish this type of transfer.
Thanks
‎January 8, 2025
5:13 AM