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Get your taxes done using TurboTax
Do not report the 529 to Roth rollover in any TurboTax program.
According to the IRS the rollover is not reported, so just keep the 1099-Q with your tax file, but don't enter it anywhere.
TurboTax does offer to keep track of your Roth accounts as a courtesy, but it will not handle the rollover well.
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‎April 4, 2025
2:20 PM
3,111 Views