This is a total mess and Turbox tax is giving answer in circles vs fixing the Turbox tax program.
Tax payers will be on the hook to justify the mismatch and incorrect recording of 529-Account to direct rollover to Roth IRA (Trustee to Trustee).
Turbo tax Premier desktop version should provide step by step instruction to offset 1099-Q amounts to Roth IRA contribution.
What is the point of using turbo tax (digital solution) if it cannot simply balance 529 rollover (trustee to trustee) to Roth IRA deposit ?
Can someone from Turbo tax escaltes this issue as a high priority item and provide proper resolution with software update vs. giving some answers which does not make sense (garbage answers) ?
Thanks.
