JFW3
Level 3
Member profile
- Replies
- Posts
-
TurboTax had the same issue for 2024 taxes and chose not to update the programming for 2025 taxes, using the workaround of not entering a 1099-Q into TT when it...
-
Your situation describes a real flaw in TT's answer: simply not inputting the 1099-Q for a qualified 529 to Roth transfer since it isn't required to be reported...
-
I don't ignore the other 1099 forms because they are not taxable. For example, I enter a non-taxable IRA rollover on a 1099-R, and the code on the form tells Tu...
-
It is indeed frustrating when TurboTax takes a "lazy" programming alternative for the 529-to-Roth conversion (someday, AI is going to put them out of business)....
-
I agree completely gjoly. This is the second year that TurboTax's answer was not to enter the 1099-Q form if you determine that the 529-to-Roth rollover is not ...
Activity Feed for JFW3
- Posted Re: 1099-Q box 6 question is worded very confusing--when was the last update to turbotax on Education. yesterday
- Got Cheered for Re: 529 to Roth Rollover. a month ago
- Posted Re: 529 to Roth Rollover on Get your taxes done using TurboTax. a month ago
- Posted Re: is there a software bug that is not allowing me to enter room and board expense to offset a 529 plan qualified distribution? on Education. March 17, 2026 11:15 PM
- Got Cheered for Re: we rolled over $7000 from my son's 529 plan to his roth IRA. I indicated it was a roth IRA rollover within turbo tax, yet it seems to be making this taxable when not.. March 16, 2026 10:41 AM
- Posted Re: 1099-Q box 6 question is worded very confusing on Education. March 7, 2026 10:43 PM
- Cheered Re: 1099-Q box 6 question is worded very confusing for gjoly. March 7, 2026 12:55 PM
- Posted Re: 1099-Q box 6 question is worded very confusing on Education. March 7, 2026 12:54 PM
- Got Cheered for Re: we rolled over $7000 from my son's 529 plan to his roth IRA. I indicated it was a roth IRA ro.... February 28, 2026 10:32 PM
- Posted Re: we rolled over $7000 from my son's 529 plan to his roth IRA. I indicated it was a roth IRA ro... on Retirement tax questions. February 28, 2026 9:50 PM
- Got Cheered for Re: we rolled over $7000 from my son's 529 plan to his roth IRA. I indicated it was a roth IRA rollover within turbo tax, yet it seems to be making this taxable when not.. February 27, 2026 10:21 AM
- Posted Re: we rolled over $7000 from my son's 529 plan to his roth IRA. I indicated it was a roth IRA rollover within turbo tax, yet it seems to be making this taxable when not. on Retirement tax questions. February 26, 2026 8:41 AM
- Posted 2025 Taxes: Virginia From 760 Line 20 on State tax filing. February 23, 2026 9:39 AM
- Posted Re: 1099-Q box 6 question is worded very confusing on Education. February 16, 2026 2:22 PM
- Got Cheered for Re: is there a software bug that is not allowing me to enter room and board expense to offset a 529 plan qualified distribution?. February 16, 2026 9:46 AM
- Cheered Re: is there a software bug that is not allowing me to enter room and board expense to offset a 5... for MaxA1. February 10, 2026 11:21 PM
- Posted Re: is there a software bug that is not allowing me to enter room and board expense to offset a 529 plan qualified distribution? on Education. February 9, 2026 10:51 PM
- Posted Re: 1099-Q box 6 question is worded very confusing on Education. February 1, 2026 12:50 PM
- Posted Re: Turbotax Premier College Expense Entry on Education. January 31, 2026 1:55 PM
- Posted Form 1099-Q Other Information Box 6 on Get your taxes done using TurboTax. January 31, 2026 12:00 PM