taxhelpmenow
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On a related note:I received the 5498-QA and realize it does not have to be entered into Turbotax. But I went down the rabbit hole of excess contributions befor...
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I saw the "Learn More" box.I checked the line 4 trustee-to trustee rollover box.I answered 'yes' the distribution was rolled over within 60 days.I answered the ...
Activity Feed for taxhelpmenow
- Cheered Re: TT treats trustee to trustee rollovers from 529 to ABLE account (same beneficiary) as taxable... for DaveF1006. February 28, 2024 9:02 AM
- Cheered Re: TT treats trustee to trustee rollovers from 529 to ABLE account (same beneficiary) as taxable... for KrisD15. February 28, 2024 9:02 AM
- Posted Re: TT treats trustee to trustee rollovers from 529 to ABLE account (same beneficiary) as taxable... on Retirement tax questions. February 15, 2024 12:54 PM
- Posted Re: TT treats trustee to trustee rollovers from 529 to ABLE account (same beneficiary) as taxable... on Retirement tax questions. February 13, 2024 7:34 AM
- Posted TT treats trustee to trustee rollovers from 529 to ABLE account (same beneficiary) as taxable. 1099-Q says I (parent) am recipient. How to fix this nontaxable event? on Retirement tax questions. February 10, 2024 9:48 AM