Very useful information on this topic ...
Like many, I began converting for my son. He is the beneficiary of the 529. I am the owner. So - assuming that no IRS rules have been broken by initiating this 529 to roth conversion:
1. where is this handled / input in TurboTax Delux 2024?
2. who has to file this information, the owner (me) or the beneficiary (my son)? A 1099Q was issue with my son's name which is a first. I'm assuming he has to provide this information when he does his taxes.
Thanks for any insight, Chuck
