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529 Rollover to Roth - what tax year to report?
Hello - this year, I helped my daughter rollover some 529 funds to her Roth IRA in January 2025. She will not receive the 1099-Q form until long after the tax filing deadline. Therefore, my question is: does she need to report this rollover contribution on the 2024 tax return or 2025 tax return?
‎February 24, 2025
9:44 PM