We're fortunate to have a surplus in my sons 529 from which we made a 529 conversion to his Roth account. He has the required earned income, and we honored the limit of $7K. We received a form 1099-Q for that distribution. I'm the account owner and he is the beneficiary and since my son is the recipient of this conversion, it seems that he has to file this with his taxes. Since the 529 to Roth is a new program is it obvious in Turbotax how to account for this? I'm only familiar with the 1099-Q in my name for qualified expenses.
Thanks,
Gary
