JFW3
Level 3
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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...
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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...
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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)....
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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 ...
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I've concluded after two years that TT is not going to program a 529-to-Roth rollover that is not taxable. Why don't they at least add a field at the bottom of ...
Activity Feed for JFW3
- Got Cheered for Re: 529 to Roth Rollover. Friday
- Posted Re: 529 to Roth Rollover on Get your taxes done using TurboTax. Friday
- 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. a week ago
- 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.. 2 weeks ago
- Posted Re: 1099-Q box 6 question is worded very confusing on Education. 3 weeks ago
- Cheered Re: 1099-Q box 6 question is worded very confusing for gjoly. 3 weeks ago
- Posted Re: 1099-Q box 6 question is worded very confusing on Education. 3 weeks ago
- 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.... 4 weeks ago
- 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. 4 weeks ago
- 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.. a month ago
- 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. a month ago
- 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
- Posted 529 to Roth Rollover 1099-Q -- 2025 taxes on Get your taxes done using TurboTax. January 31, 2026 11:44 AM