About fredwunderlich

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Re: we rolled over $7000 from my son's 529 plan to his roth IRA. I i...

I have printed this for my records. Great answer. When all else fails, read the directions.

fredwunderlich

Updated Apr 04, 2026
Re: we rolled over $7000 from my son's 529 plan to his roth IRA. I ...

This seems to be a question and un-fixed problem for many people.We should be able to enter the information on the 1099-Q, check thelittle box that says "QTP to...

fredwunderlich

Updated Apr 04, 2026
Re: 529 to Roth Rollover

A simple button to select "Did you roll the amount of this 1099-Q to a Roth IRA Rollover" makes a lot of problems go away......

fredwunderlich

Updated Mar 20, 2026

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Date Registered	‎February 20, 2020 9:12 AM
Date Last Visited	Wednesday
Total Messages Posted	4
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