So my situation may be slightly different. Yes, I can delete form 1099-Q but along with my rollover from my 529 plan to my ROTH IRA, I also had another distribution from my 529 plan this year. There are two distributions that show on my 1099-Q. I cannot delete it because the other distribution needs to be entered into Turbo Tax.
My rollover from my 529 plan to my ROTH IRA does meet every single regulation you have listed. Right now like you said it is counting this as a taxable event.
Also if I go in to make different selection such as selecting both 4A as trustee to trustee transfer :
Box 4a: Was this a trustee-to-trustee transfer?
Box 4b: Was this transfer from a QTP to a Roth IRA?
Yes
It gives me an error and says: "Boxes 4a and 4b cannot both be 'Yes.' Choose the one that describes the type of transfer."
Please assist.
