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Get your taxes done using TurboTax
Here's the token number: 583880740-32372132
In this version, I report the 529-to-Roth both on the 1099-Q and as a Roth contribution.
It also has the wrong Roth contribution summary basis information if I just report it on the 1099-Q, which is what I think would make the most sense from a user perspective. In that case, the summary has no information about the current year contribution.
March 12, 2025
9:44 AM