Regarding the comment from Catonyx
I fully agree with Turbo tax's copout answer vs fixing the basic problem with the software. Instead of owning the problem they are passing the buck to the user to read all IRS rules etc.
There are multiple scenarios
1) Happy path : 100% of withdrawals is rolled over as Trusty to Trusty transfer to ROTH IRA in one lump sum amount
2) Multiple withdrawals within a year:
a) First withdrawal goes for Tuition payment
b) Second withdrawal goes for Trustee to Trustee transfer to Roth IRA
c) Third withdrawal is used as Non-Qualified withdrawal
All these scenarios need to be properly programmed in the software to record and balance everything out in a streamlined way vs the user (we all) need to review IRS regulation, maintain offline spreadsheet, and track everything to answer/justify any queries from the IRS.
This is absolutely ridiculous for TT to double down on the users raising the issue vs. them fixing the programming of the software and incorporate all the scenarios.
