Secure 2.0 law says direct rollover from 529 to beneficiary's roth ira is not taxable for federal income tax. Why does TurboTax says it is taxable income?
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Secure 2.0 law says direct rollover from 529 to beneficiary's roth ira is not taxable for federal income tax. Why does TurboTax says it is taxable income?
529 direct rollover to roth Ira is reported on Form 1099-Q. TurboTax accepts filling out this tax form yet it considers rollover as taxable. Why?
posted
yesterday
last updated
February 03, 20256:23 PM
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