JFW3
Level 3

Education

I agree completely gjoly.  This is the second year that TurboTax's answer was not to enter the 1099-Q form if you determine that the 529-to-Roth rollover is not taxable, with the quote from the form.  But TurboTax could easily be programmed to accept all 1099-Qs and then follow up with a questionnaire for TT to determine whether it is taxable.  I don't think too many TT users want to read the tax code, and we don't like ignoring 1099 forms either. I know ignoring the form gets us the right answer, but that's not what we buy TurboTax for.  As I suggested in another thread, if TT doesn't want to develop a questionnaire with logic to determine whether the distribution is taxable, at least allow the user to enter the form and indicate whether the distribution is taxable.