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Returning Member
posted Mar 1, 2025 11:26:02 AM

How do you enter 1099Q into TurboTax that is a direct trustee to trustee rollover of a 529 plan to Roth IRA (See IRS Pub 970 p. 53)?

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1 Replies
Expert Alumni
Mar 1, 2025 12:25:32 PM

Keep a copy with your tax file, but do not enter the 1099-Q.

It is a non-reportable non-taxable transaction.