My daughter reported the 529-to-Roth IRA rollover as a Roth IRA contribution in the 2024 tax return. Also, in the 2024 IRS Pub 590-A on page 44, it says, "A dis...
Thanks for the details. Since the contribution was made in Jan 2025, the 5498 form for the IRA contribution or 1099-Q form for the 529 distribution would not be...
Thank you. Follow up question - in the Turbotax 2024 tax return, my daughter was asked to report Roth IRA contributions if they are made by April 15, 2025. To c...
