JFW3
Level 3
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It's lazy programming by Turbo Tax and maybe they will adjust it in time. For 2024, the consistent answer from Turbo Tax is not to input the 1099-Q. And yes, it...
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I have the same situation except for my 529 to Roth rollover was processed in 2024 for tax year 2024. I believe you have until April 15th to process these trans...
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I understand what you are saying. I'm not questioning the reporting to the IRS, but the way Turbo Tax handles the forms. I've always had my kid's 529 account wi...
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Just not inputting the 1099-Q will work, but there is a certain hesitation to simply not input a validly issued tax form into Turbotax. It would be better to in...
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Thanks. Section 678 seems to say that if a person has a "power exercisable solely by himself to vest the corpus or the income therefrom in himself," that person...
Activity Feed for JFW3
- Got Cheered for Re: 529 to Roth Rollover. 3 weeks ago
- Posted Re: 529 to Roth Rollover on Get your taxes done using TurboTax. February 16, 2025 11:23 AM
- Got Cheered for Re: 529 to Roth Rollover. February 16, 2025 10:32 AM
- Posted Re: 529 to Roth Rollover on Get your taxes done using TurboTax. February 5, 2025 10:14 PM
- Posted Re: 529 to Roth Rollover on Get your taxes done using TurboTax. January 25, 2025 11:13 PM
- Posted Re: 529 to Roth Rollover on Get your taxes done using TurboTax. January 23, 2025 1:48 PM
- Posted 529 to Roth Rollover on Get your taxes done using TurboTax. January 22, 2025 10:51 PM
- Posted Re: Sale of an inherited primary residence by an irrevocable trust on Deductions & credits. July 4, 2024 5:41 PM
- Posted Re: Sale of an inherited primary residence by an irrevocable trust on Deductions & credits. July 4, 2024 3:39 PM
- Posted Re: Sale of an inherited primary residence by an irrevocable trust on Deductions & credits. July 3, 2024 8:10 PM
- Posted Re: Sale of an inherited primary residence by an irrevocable trust on Deductions & credits. July 2, 2024 10:12 AM
- Posted Re: Sale of an inherited primary residence by an irrevocable trust on Deductions & credits. July 2, 2024 9:34 AM
- Posted Re: Sale of an inherited primary residence by an irrevocable trust on Deductions & credits. June 30, 2024 8:24 PM
- Posted Re: Sale of an inherited primary residence by an irrevocable trust on Deductions & credits. June 30, 2024 2:46 PM
- Posted Sale of an inherited primary residence by an irrevocable trust on Deductions & credits. June 30, 2024 1:46 PM
- Posted Re: 2023 TT State (Virginia) Download in loop on State tax filing. January 31, 2024 6:14 PM
- Got Cheered for Re: 2023 TT State (Virginia) Download in loop. December 29, 2023 6:22 PM
- Posted Re: 2023 TT State (Virginia) Download in loop on State tax filing. December 28, 2023 1:54 PM
- Got Cheered for Re: 2023 TT State (Virginia) Download in loop. December 27, 2023 1:57 PM
- Posted Re: 2023 TT State (Virginia) Download in loop on State tax filing. December 22, 2023 5:33 PM