Thank you! Indeed, the gross proceeds (rents) are significantly under the $27,500 threshold.What was confusing was the reference to the ratio of AZ income to Fe...
@Hal_Almy son does not have a tax return. He is on my tax return as a dependent. He is listed as a recipient on the 1099-Q. Neither one of us received the funds...
Many thanks@MarilynG1and @Hal_Alfor your prompt responses.Update - I managed to navigate TT and was able to enter a rollover of a portion of my 529 distribution...
