I received a 1099-Q from my 529 but rolled it into an IRA per Secure 2.0. How do I report this? Taxes are calculating on my distribution currently.

I could not find the option to show it was rolled over instead of used for education. If I choose that it wasn’t used for education, taxes calculate.

posted

Connect with an expert

Still have questions?

Questions are answered within a few hours on average.

Post a Question

*Must create login to post