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1099-Q - Transfer from 529 to Roth
Has Turbotax created a fix for the 1099-Q? We transferred $7,000 from a 529 plan in which I am the beneficiary to my Roth IRA of mine. When I enter into turbotax it calculates tax on the earnings, when this is supposed to be a tax free exchange as I meet all the criteria. Please advise. Thanks! Isabelle Mohr
March 15, 2025
10:23 AM