The 1099-Q is associated with my adult child SS#. I explained the issue discussed on this community chat with my son. The tax return will be filed without repor...

Thanks MarilynG1. Please note that the following paragraph on Form 1099-Q Copy B for Recipient is a bit intimidating: "This is important tax information and is ...

Under SECURE ACT 2.0 a 529 Plan direct transfer to beneficiary ROTH IRA is allowed. $7000 times 5 years for a total of $35,000. Are you saying that the State of...