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Get your taxes done using TurboTax
You should be aware of all of the rules which are discussed here
https://www.journalofaccountancy.com/news/2023/jul/the-new-529-rollover-roth-ira.html
if all of the withdrawn funds from the 1099 Q were used for qualifying education expenses you don’t have to report that form on any return.
January 13, 2025
3:01 PM