tww94
New Member

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.