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Get your taxes done using TurboTax
Nothing needs to be reported for a 529 to Roth.
Just keep track of the paperwork/records in case the IRS were to ever ask about it.
If the recharacterizations ended up as a Roth, none of that should matter. In the event you receive any 1099-Rs for 2025, you may need to deal with some IRS notices, but the finality of things is that nothing is really reportable.
‎September 13, 2025
1:41 PM
3,758 Views