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Retirement tax questions
@amy Thanks for replying. I will delete the form.
However in my opinion TurboTax should handle it. It asks "Was all of part of this distribution of $7000 rolled over to another qualified tuition program or ABLE account withing 60 days?", to which the answer is no. It can expand the question to include a qualified Roth IRA rollover and make it easy for its users.
‎February 15, 2025
2:27 PM
2,262 Views