About JFW3

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Re: 529 to Roth Rollover

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...

JFW3

2

Updated Mar 03, 2025
Re: 529 to Roth Rollover

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...

JFW3

1

Updated Mar 03, 2025
Re: 529 to Roth Rollover

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...

JFW3

5

Updated Mar 03, 2025
Re: 529 to Roth Rollover

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...

JFW3

7

Updated Mar 03, 2025
Re: Sale of an inherited primary residence by an irrevocable trust

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...

JFW3

1

Updated Jul 04, 2024

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Date Registered	‎December 3, 2022 11:24 AM
Date Last Visited	3 weeks ago
Total Messages Posted	16
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