RE: But, it will prepare a 1099-Q worksheet for your records (the work sheet isn't going to tell you anything that will help with an IRS inquiry).
If one doesn't enter the 1099-Q, how does TT "prepare a 1099-Q worksheet" because I'm not getting a sheet at all. Does one enter the payer's name, address, and other info but leave the distributions, earnings, basis at ZERO?
RE: You'll need to check the "trustee to trustee rollover" box at the 1099-Q screen.
Are you saying in TT we should toggle over to forms view and just check off the "Trustee-to-trustee transfer" box?
RE: IRA Worksheet
In another response, you mention to NOT add the 529 to ROTH transfer amounts to the TT IRA Information Worksheets. Should the 529 to ROTH transfers be recorded separately from direct ROTH contributions? If so, should we just keep records of our past 529 to ROTH contributions so that when and if TT updates the software in future years, we can enter it manually or in the easy-step process (if available)?
Thanks so much for your help here and in other questions I've had to look up now and in the past. You are usually so thorough and accurate.
