Education

It is my understanding that a concern has been submitted and an update is expected. 

Until then, the following steps can be used to enter an approved 529 Account to Roth Rollover. 

The rollover must have been done in a Trustee to Trustee manner to ensure that the requirements were met, such as the account being established for at least 15 years:

To enter a 529 Savings Account Rollover to Roth using TurboTax Tax Year 2025

Be sure to enter your income first. Contributing to a Roth Account, including Rollovers, requires meeting the general rules and limits of a yearly Roth Contribution. This means you must have earned income in the amount of, or higher, than the 529 to Roth rollover.

• Go to the Federal Taxes Section of TurboTax
  Wages & Income
  Less Common Income
  Miscellaneous Income, 1099-A, 1099-C   START or UPDATE
  Scroll down and select “ESA and 529 Distributions (Form 1099-Q)"    START or UPDATE
• Form 1099-Q   “Did you receive a Form 1099-Q for qualified tuition program distributions in 2025?”
  Yes      Continue
  1099-Q distribution   “Who received the 1099-Q distribution?”
  Taxpayer    or Dependent (SELECT THE BENEFICIARY of the 529 account, NOT THE OWNER)   Continue
  Designated beneficiary for this 1099-Q   “Tell us the student whose education expenses were paid by the distribution reported on this 1099-Q” 
  Taxpayer or Dependent (SELECT THE BENEFICIARY of the 529 account, NOT THE OWNER)  Continue
• Enter Form 1099-Q
• Distribution code should be “Distributions”
  Continue
• Distribution information   “Enter the distribution amounts as shown on Form 1099-Q. The gross distribution must equal the sum of the earnings and basis amounts” 
  Enter the amounts. If the program shows an error, the program may be rounding both earnings and basis up or down, if so, change the earnings to be one dollar higher or lower so the earnings and basis added together equals the distribution.
• 
  Other Form 1099-Q information
  Follow your 1099-Q
  Box 4a should be checked so select “Yes” for Box 4a
  Box 4b should not be checked, so select “No” for Box 4b
  Box 6, if that is checked on your 1099-Q select “Yes” if it is not checked, select “No”
• Continue
• Death or disability
  “Was this distribution received because the beneficiary dies or became disabled?”
  Select “No” to both
  Continue
• Qualified tuition program
  “What type of qualified program was the distribution made from?”
  Select Coverdell ESA
  Continue
• Coverdell ESA
  Enter the basis (the balance of YOUR contributions) before the distribution (December 31, 2024) 
  Enter any contributions made to the 529 in 2025, this most probably should be zero
  Enter the total balance of the 529 Account at the end of 2025. 
  Continue
• Return of contribution     “Was this distribution a return of contribution to a Coverdell ESA?”
  Select “Not applicable” 
  Continue
• Distribution Transfer
  Select “No”     
  Continue
• Rollover
  Select “No”
• Refund of education expenses
  Select “No”
  Continue
• Form 1099-Q summary
  Here you should see a list of the 1099-Q with the amount in Box 1 for the Roth transfer which should be under the limit for 2025 of 7,000 for taxpayers under age 50.
• Student information summary
  Here the beneficiary’s name should be listed
  Select Continue

If you also have Form 1098-T or additional expenses relating to the student (BUT NOT THE 1099-Q FOR THE ROTH ROLLOVER) please go to 
Deductions & Credits
Education 
Expenses and Scholarships (Form 1098-T)