Hal_Al - thanks for your input on this, hopefully TurboTax gets this all updated and working correctly. One caveat to your explanation that I have, is that we took a larger 529 distribution than can be rolled into a Roth or used for qualified education expenses. The 1099-Q will get reported by Scholarshare (in CA) and the Roth contribution piece of it was not trustee to trustee in this case, but done as separate steps and in 2025 (for 2024 contribution). Your other points apply, but I assume I'll need to report the 1099-Q distribution amount (in full to tie to the 1099-Q I expect) and then also the Roth contribution and somehow net the taxable income down by the Roth contribution amount. Does that all sound correct? Or maybe can report the net 1099-Q withdrawal after the Roth contribution, but that wouldn't tie to what the 529 custodian reports. What do you think the proper treatment here is? Thanks again!
