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Converting 529 to Roth
Rolled over $6,000 from 529 to Roth. It met all of the requirements. The problem is that the adjusted gross income is greater than $153,000. Using Turbo Tax the software says "Your Income Is Too High to Contribute." My understanding is that doing a roll over from a 529 is exempt from the restrictions on income. Not sure how to deal with this one.
‎April 7, 2024
9:02 AM