Has there been any updates in TurboTax for a 529 to Roth? Since this is not a taxable transfer, I'm inclined to ignore it in TurboTax but keep the 1099-Q for ou...
We're fortunate to have a surplus in my sons 529 from which we made a 529 conversion to his Roth account. He has the required earned income, and we honored the ...
We couldn't take the AOTC credit his freshman year so from a calendar standpoint I think we're ok. But since he's graduating early (Mar 2024) it looks like he w...
