topic When I try to do a QTP to Roth IRA conversion when entering my 1099 Q I get an error message. Seems like a software issue. in Retirement tax questions

When I try to do a QTP to Roth IRA conversion when entering my 1099 Q I get an error message. Seems like a software issue.

rxspoons — Tue, 10 Feb 2026 14:36:05 GMT

Re: When I try to do a QTP to Roth IRA conversion when entering my 1099 Q I get an error message....

NicolleR1 — Wed, 11 Feb 2026 15:23:54 GMT

Please, clarify what type of error message do you get.

Try to delete the form all together and add it again.

You can manually review a section or delete a specific form/worksheet in 2 different ways. To manually review a section, you will manually go there and click the trash icon next to the section you want to remove.

Edited [02-11-2026 at 10:22 A.M ET]

Re: When I try to do a QTP to Roth IRA conversion when entering my 1099 Q I get an error message. Seems like a software issue.

McMayo4 — Wed, 11 Feb 2026 21:29:54 GMT

I'm having the same issue. "Our program has not updated to support this yet. Please check back later for updates" QTP to Roth IRA transfer. Have deleted and re-entered. That is not the fix. Please provide update for software so filing of taxes can proceed.

Re: When I try to do a QTP to Roth IRA conversion when entering my 1099 Q I get an error message. Seems like a software issue.

McMayo4 — Wed, 11 Feb 2026 21:32:07 GMT

would appreciate info on time of update, or should I just override to continue.

Re: When I try to do a QTP to Roth IRA conversion when entering my 1099 Q I get an error message....

MarilynG1 — Thu, 12 Feb 2026 22:35:25 GMT

Since many taxpayers don't enter their 1099-Q (entire distribution was for qualified expenses), you can check the 'Trustee to Trustee' option and then report the IRA contribution in that section separately. Here's more info on Reporting Roth Rollover from 1099-Q.

@McMayo4

Re: When I try to do a QTP to Roth IRA conversion when entering my 1099 Q I get an error message....

jul_bun_pan — Sat, 21 Feb 2026 22:55:37 GMT

I get an error message in the "Smart check" step after completing taxes. The error message reads: Form 1099-Q QTP to Roth IRA transfer - You have indicated this is a QTP to Roth IRA transfer. Our program has not updated to support this yet. Please check back later for updates.

I cannot submit my taxes until this update is implemented. Please provide a timeline for when this update will be implemented.

Re: When I try to do a QTP to Roth IRA conversion when entering my 1099 Q I get an error message....

mccmike44 — Wed, 25 Feb 2026 00:50:39 GMT

I am having the same issue. "Program has not upgraded to support this yet." When will this be fixed?

Re: When I try to do a QTP to Roth IRA conversion when entering my 1099 Q I get an error message....

CatinaT1 — Fri, 27 Feb 2026 13:35:03 GMT

You may need to do a manual update.

Try clearing your Cache and Cookies and then try this link instructions.

Re: When I try to do a QTP to Roth IRA conversion when entering my 1099 Q I get an error message....

cmomed — Sun, 01 Mar 2026 15:44:56 GMT

I am getting the same message today March 1. I am using Mac OS version desktop and all updates have been occurring regularly. What should I do here? I assume turbotax will not allow electronic filing with this "error" cited during the smart review. Any other thoughts especially from Intuit? I did not have any problems with this issue last year when I completed a 529 to Roth transfer.

Thanks

Re: When I try to do a QTP to Roth IRA conversion when entering my 1099 Q I get an error message....

MarilynG1 — Wed, 04 Mar 2026 21:59:08 GMT

If the transfer to a Roth IRA is for the beneficiary (not you as recipient) they can report it on their own return (if required to file). Otherwise, the Form 1099-Q and Form 5498 reporting the transfer is sufficient for your records. You may also get a 1099-R from the 529 plan administrator showing the non-taxable transfer.

As long as you made this as a trustee-to-trustee transfer (where the funds went directly to your Roth IRA from the 529 plan) and you did not exceed the $7,000 contribution limit, you do not need to report the transaction at all.

If the 1099-Q distribution was for qualified education expenses (excluding the Roth transfer), you're not required to report it in your return. Here's more detailed info on Form 1099-Q.

For more details, see IRS Pub. 970, Page 53.

@rxspoons

Re: When I try to do a QTP to Roth IRA conversion when entering my 1099 Q I get an error message....

user17741376511 — Sun, 22 Mar 2026 00:17:42 GMT

Are you speaking on behalf of Turbotax?

I am asking so that if we are audited by the IRS and the info you have provided is incorrect, we all have something from Turbotax showing this is the advice Turbotax gave us.

Re: When I try to do a QTP to Roth IRA conversion when entering my 1099 Q I get an error message....

CatinaT1 — Mon, 23 Mar 2026 16:31:23 GMT

You can confirm this is correct with the IRS link MarilynG1 provided: For more details, see IRS Pub. 970, Page 53.