JFW3
Level 3

Get your taxes done using TurboTax

Just not inputting the 1099-Q will work, but there is a certain hesitation to simply not input a validly issued tax form into Turbotax.  It would be better to input the 1099-Q and then proactively indicate (assuming it meets the criteria) that it is a qualified 529 to Roth Rollover.  Better procedure and better documentation.  All they need to do check that the trustee-to-trustee transfer box is checked and then allow users to indicate whether it was a qualified 529 to Roth Rollover.  If so, then the earnings amount would not be taxable.