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Retirement tax questions
Thank you for looking into my question more. I liked your first answer better 🙂 but I am glad I asked a second time before over contributing to my IRA. With the ability to rollover a 529 plan to a Roth IRA being just over a year old, hopefully Turbo Tax or the IRS will be clearer on how to report this type of rollover in 2025.
‎March 25, 2025
11:43 AM