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Education
this worked last year but they changed the form just a bit by adding the extra box but the rollover from 529 to Roth has been there for a couple of years now. So what I am rather disappointed by is that this is taking Intuit/TurboTax so long to fix and update in the program. This should be a continuation of the same logic as before. If they want to add a few other questions, then that should be something that should have been completed by now.
Intuit: When will you have the 1099-Q correctly updated so that a rollover from a 529 to a Roth will be understood by the program and it is not to be considered taxable income?
yesterday