I asked this question yesterday but got no response - During 2024 my daughter, the 529 plan beneficiary used $3,000 remaining in the 529 plan to add the $3,000 to her ROTH IRA. I, her parent as the 529 owner received the 1099Q from the financial broker who sent the $3,000 check directly to my daughter. It appears that the expert advice is just to keep the 1099Q that I received in my tax file but not enter it into TurboTax when doing my takes. Is this correct and if not what should I do?
