topic When will the update for QTP to Roth IRA conversions be available? You say to wait and check back. How long am I supposed to wait? in Retirement tax questions

When will the update for QTP to Roth IRA conversions be available? You say to wait and check back. How long am I supposed to wait?

scottroman — Wed, 18 Feb 2026 02:56:06 GMT

Re: When will the update for QTP to Roth IRA conversions be available? You say to wait and check back. How long am I supposed to wait?

jul_bun_pan — Sat, 21 Feb 2026 22:52:17 GMT

Following. I have the same question. Not working as of 2/21/2026.

Re: When will the update for QTP to Roth IRA conversions be available? You say to wait and check ...

MarilynG1 — Wed, 25 Feb 2026 22:38:57 GMT

IRS states in Pub. 970 that a rollover Roth IRA contribution does not need to be entered in your tax return. Save Form 5498 reporting the rollover for your tax records.

If the contribution is for the beneficiary, and you are the recipient, the beneficiary would keep the documentation for their records.

Here's more detailed info 1099-Q Reporting Rollover Roth IRA contribution.

@jul_bun_pan