Yakman
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I understand the 529 to Roth conversion does not result in any Federal taxes, as long as you meet criteria such as the length of time the account has been open ...
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AnnetteB6. Thank you for your prompt and helpful response. Appreciate it.
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Thank you Hal_Al. Appreciate your clear and prompt response.
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Got it, thanks fanfare. I was able to test this out in TT
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That's very helpful, thanks dmertz!
Activity Feed for Yakman
- Posted Re: 529 to Roth conversion - follow-up question on Get your taxes done using TurboTax. March 22, 2025 10:44 AM
- Posted Re: 529 to Roth conversion on Get your taxes done using TurboTax. March 21, 2025 5:22 PM
- Posted Re: 529 to Roth conversion on Get your taxes done using TurboTax. March 21, 2025 5:21 PM
- Cheered Re: 529 to Roth conversion for Hal_Al. March 21, 2025 3:57 PM
- Cheered Re: 529 to Roth conversion for AnnetteB6. March 21, 2025 3:56 PM
- Posted 529 to Roth conversion on Get your taxes done using TurboTax. March 20, 2025 9:57 PM
- Posted IRA Basis on Community Basics. March 8, 2024 6:22 PM
- Cheered Re: Backdoor Roth IRA conversion - IRA basis for DanaB27. September 6, 2023 7:52 PM
- Posted Re: IRA to ROTH IRA conversion and impact on Traditional IRA Basis and ROTH IRA Basis on Retirement tax questions. September 5, 2023 5:27 PM
- Posted IRA to ROTH IRA conversion and impact on Traditional IRA Basis and ROTH IRA Basis on Retirement tax questions. September 5, 2023 12:29 PM
- Cheered Re: Are after tax contributions to an employer retirement plan that were rolled over to a Roth IRA added to the IRA basis? for dmertz. September 5, 2023 12:16 PM
- Cheered Re: Are after tax contributions to an employer retirement plan that were rolled over to a Roth IRA added to the IRA basis? for Opus 17. September 5, 2023 12:16 PM
- Posted Are after tax contributions to an employer retirement plan that were rolled over to a Roth IRA added to the IRA basis? on Retirement tax questions. September 5, 2023 10:56 AM
- Posted Re: Reporting the basis of an inherited IRA on Form 8606 on Get your taxes done using TurboTax. June 18, 2023 9:11 PM
- Posted Reporting the basis of an inherited IRA on Form 8606 on Get your taxes done using TurboTax. June 12, 2023 9:58 PM
- Cheered Re: 1099r for BOTH 2019 and 2020 contributions triggers tax for macuser_22. May 10, 2021 3:02 PM
- Posted Re: 1099r for BOTH 2019 and 2020 contributions triggers tax on Get your taxes done using TurboTax. May 8, 2021 5:03 PM
- Posted Re: "do I have to file a 1041 for 2016?" Technically you do... on Business & farm. March 19, 2021 9:44 AM
- Cheered "do I have to file a 1041 for 2016?" Technically you do... for Anonymous_. March 19, 2021 9:41 AM