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Retirement tax questions
In absence of TT updating its 1099-Q interview questions relative to SECURE 2.0 Act qualified 529 plan to Roth IRA trustee-to-trustee transfer, I plan to "manipulate" the TT interview questions to reflect the correct 1099-Q I received from Vanguard -- Block 4: checked; Block 6: unchecked. I believe this will do the trick, since the TT worksheet will not follow my Tax Return to the IRS. And, a Vanguard 2024 Form 5498 (IRA Contribution Information) will follow to IRS once generated in the May 2025 timeframe.
ā€ˇFebruary 3, 2025
12:21 PM