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529 (California plan) Rollover to Roth
How do I report the 529 rollover to Roth on the Federal return and the CA return? I meet all the requirements for the rollover to be tax and penalty free on the Federal side. My understanding from reading last year's comments on this forum, is that it doesn't have to be reported on the Federal return and should be left off. But, needs to be reported on the CA return under "adjustments". Is this still the case?
a week ago