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Retirement tax questions
Dear Turbo Tax,
I cannot tell you how disappointed I am with your software and support with regards to the 529k to Roth IRA conversion being treated as a taxable item when it is simply not per the Secure Act 2.0 section 126. You have had over a year now to fix Turbo Tax and you have failed to do so now for two tax filing seasons in a row. At this point, you can most likely count me out for using Turbo Tax next year.
March 8, 2026
2:14 PM