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Get your taxes done using TurboTax
Has there been any updates in TurboTax for a 529 to Roth? Since this is not a taxable transfer, I'm inclined to ignore it in TurboTax but keep the 1099-Q for our records, but I want to be careful to follow the rules for a new federal program.
Thanks,
Gary
‎February 15, 2025
7:09 AM