Thank you, this is very helpful. Actually clicking "trustee to trustee" still results in it being taxable in TurboTax. I now recall that I think I had the same ...
This needs to be updated in Turbo Tax immediately. It is incorrect. The 2024 Form 1099-Q did not have an option in box 4 for QTP to Roth IRA. It only had Truste...
I have the same question to the original post. I am a MD resident but have a CA K-1 from an investment partnership that has less than $400 of CA sourced income....
