@BrittanyS I could use some help with this. I came across this discussion while researching other tax-related topics, and I can see that we have been affected by this. We rolled some funds from our two sons' 529 plans into their Roth IRAs, and entered all of the information from the 1099-Q forms into TurboTax. As a result TurboTax created a significant tax liability for us. To complicate matters, funds from one son's 529 were also rolled from the Ohio 529 plan to the Vermont 529 plan, which should also be an untaxed event.
We have already filed our federal and state taxes and received our refund. Exactly how should we approach amending our return to recoup the additional refund amount? We would appreciate any details. Please advise. Thank you!
