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MESP money directly transferred to Roth for
Have a mesp MI plan that meets the criteria for 2024 to transfer some funds directly to a ROTH IRA. Received a 1099Q form.
how does that need to be reported (which line) for income tax since not used for education but since it has been in there greater than 15 years, new law as of 2024 states can take money and put directly into a ROTH Ira
Does that 1099Q need to be reported and if so, where on the I come tax form?
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March 6, 2025
4:56 PM