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Why are the earnings portion of my 1099-Q considered taxable income for my 2024 529 plan rollover to a Roth IRA? 1099-Q data is correct.
1099-Q block 4 is checked as "Trustee-to-Trustee." Block 6 is left unchecked -- son is designated beneficiary. Rollover meets all IRS requirements.
‎January 31, 2025
1:58 PM