Thank you@hcmetz and@DawnC!!!I had the exact same scenario with personal items sales (some with gain, some not) and ran into the same Smart Check error. I was p...
Thank you@Earlybird for the info. The Fidelity associate kept insisting that they don't report trustee-to-trustee transfers and qualified withdrawals to IRS. It...
Fidelity just called me and told me their back-office team would not update the incorrect 1099-Q for the transfer. The one that addressed to me (529 account own...
Thank you for the response.I called Fidelity and they agree the 1099-Q that addressed to me, account owner, and using my SSN does not look right.Though they sai...
I have the same question. Specifically, does the beneficiary report the 529 to Roth IRA transfer or the account owner report the transfer?I have two 529 account...
