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Education
100% agree. I have the same questions. A QTP-to-Roth transfer shouldn't increase your taxable earnings, but TT may not want to assume that, since there are likely situations where a QTP-to-Roth transfer doesn't qualify under the rules. For example, if you transfer more than $35,000 over a lifetime. They may tell us not to input the 1099-Q, which was the answer last year. Box 6 is terribly worded. They need to follow the 1099-Q -- but wonder how the answer is programmed into TT.
Sunday