usna85fl
New Member

Retirement tax questions

Same situation here.  This doesnt appear to be a priority for Intuit and it irritates the heck out of me.  This isnt the first year this 529-Roth rollover scenario has existed and I'm not sure why Intuit hasnt already addressed in the software for Tax Year 2024.

 

TurboTax Premier does not support this situation (QTP to Roth). The error-check actually states that, "Our program has not updated to support this yet." When can I expect a resolution?

 

I have used several AI applications to ask how I should resolve this issue.  ChatGPT stated that you literally have to go directly to forms and zero-out the taxable amount.  This did apply the right tax treatment (rollover not taxed), but my return still not pass the TurboTax error check.