The QTP (529) to Roth did not work last year either. The TT answer was not to input the 1099-Q because the 1099-Q states that nontaxable distributions from CESAs and QTPs are not required to be reported on your income tax return. I just updated with the Feb 26, 2026 update, and TT still wants to include the earnings portion of a rollover to a Roth as taxable income. So I again deleted that 1099-Q. They need to ask a few more questions and then should be able to advise whether the earnings portion is taxable -- for example, has the QTP account from which the rollover originated been in existence for 15 years, is any of this rollover from earnings or contributions within the last five years, is the cumulative amount transferred to Roth under $35,000, and probably a couple of others. Then the program can route the earnings portion correctly to taxable or nontaxable. I don't think TT plans to do this adjustment.
