ricejosh2001
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In absence of TT updating its 1099-Q interview questions relative to SECURE 2.0 Act qualified 529 plan to Roth IRAtrustee-to-trustee transfer, I plan to "manipu...
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I agree to the extent that all eligibility requirements being met, receipt of proper 1099-Q, and non-taxable requirement. But, my hesitation is that Vanguard ha...
Activity Feed for ricejosh2001
- Got Cheered for Re: Why are the earnings portion of my 1099-Q considered taxable income for my 2024 529 plan roll.... February 23, 2025 2:00 PM
- Posted Re: Why are the earnings portion of my 1099-Q considered taxable income for my 2024 529 plan roll... on Retirement tax questions. February 3, 2025 12:21 PM
- Posted Re: Why are the earnings portion of my 1099-Q considered taxable income for my 2024 529 plan roll... on Retirement tax questions. February 3, 2025 9:38 AM
- Cheered Re: Why are the earnings portion of my 1099-Q considered taxable income for my 2024 529 plan roll... for KrisD15. February 3, 2025 9:38 AM
- Posted Why are the earnings portion of my 1099-Q considered taxable income for my 2024 529 plan rollover to a Roth IRA? 1099-Q data is correct. on Retirement tax questions. January 31, 2025 1:58 PM