Education

QTP2RothTransferIssue.jpg
Still getting this error above during the check that the program has not been updated yet. This is getting rather annoying. Trying to kludge a solution using trustee to trustee and hoping you don't get audited is not acceptable and shouldn't be expected. Again, this basic setup worked last year and the rules have not changed they just split moving 529 to 529 and 529 rollover to Roth. It is past time that the program is fixed and released to the customers. This delay along with the removal of ItsDeductible might be just the reason I look elsewhere for tax software next year.