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Retirement tax questions
I had the same problem as others. If you receive a 1099-Q then you normally enter it. TurboTax should be asking all the right questions to make this a non-taxable rollover to a Roth IRA. Such as the 529 is over 15 years old, no change to the beneficiary, was it $7000 or less, etc....then capture the information and make it non-reported to the IRS. This confusion is VERY FRUSTRATING!
‎February 23, 2026
7:28 AM