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I rolled over 2 529 accounts (2 separate beneficiaries) to 2 other qualified 529 accounts in 2024. TurboTax states only 1 qual.program rollover is allowed. What do I do?
Turbotax is counting the second rollover as a taxable event, but IRS documentation states this should be tax free if the accounts are for different beneficiaries.
‎February 15, 2025
9:04 AM