About ChuckF1

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Re: 529 to Roth conversion again ...

Thanks to all for input & insight.I agree it needs to be explicitly included somewhere in TurboTax, if for no other reason than to provide peace of mind that it...

ChuckF1

Updated Mar 06, 2025
Re: 529 to Roth conversion again ...

Thank you Bsch4477,The funds were not used for a qualifying education expense, they were rolled over to a Roth IRA.cheers,Chuck

ChuckF1

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Updated Mar 06, 2025

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Date Registered	‎January 13, 2025 2:16 PM
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