baffled321
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Federal is fixed. Now cannot file as Turbo Tax still has to fix the state form (Michigan). Another user reported same issue with California.
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same situation here - cannot file state (Michigan) with same message as above
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Thanks@Hal_Alfor your thoughtful and detailed replies. I added a second one and right now, Turbotax still taxes the $7k QTP to Roth as the "program has not been...
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I have a follow up question.The 1099-Q shows basis and earnings for $20k. If I am able to obtain the basis for the 13k qualified withdrawals, can I enter the 10...
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Thanks. I will wait till Turbotax is able to handle QTP to Roth IRA (hopefully fixed in the next few weeks) as right now, the AOTC is reduced due to the $7000 a...
Activity Feed for baffled321
- Posted Re: Why QTP to Roth IRA transfer is not recognized by Turbo tax. It state they will issue an upda... on Retirement tax questions. 2 weeks ago
- Posted Re: When will update be available to allow the QTP to Roth IRA transfer? on Retirement tax questions. 2 weeks ago
- Got Cheered for 1099-Q includes qualified withdrawal and QTP to Roth IRA. How to match this with 1098-T & not trigger taxes. February 15, 2026 6:00 PM
- Posted Re: 1099-Q includes qualified withdrawal and QTP to Roth IRA. How to match this with 1098-T & not trigger taxes on Education. February 15, 2026 3:58 PM
- Posted Re: 1099-Q includes qualified withdrawal and QTP to Roth IRA. How to match this with 1098-T & not trigger taxes on Education. February 15, 2026 3:51 AM
- Posted Re: 1099-Q includes qualified withdrawal and QTP to Roth IRA. How to match this with 1098-T & not trigger taxes on Education. February 13, 2026 4:24 PM
- Posted Re: 1099-Q includes qualified withdrawal and QTP to Roth IRA. How to match this with 1098-T & not trigger taxes on Education. February 13, 2026 3:54 PM
- Cheered Re: 1099-Q includes qualified withdrawal and QTP to Roth IRA. How to match this with 1098-T & not trigger taxes for Hal_Al. February 13, 2026 3:53 PM
- Posted 1099-Q includes qualified withdrawal and QTP to Roth IRA. How to match this with 1098-T & not trigger taxes on Education. February 13, 2026 3:08 PM