Earlybird
Level 3
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My understanding is that nothing is going to be updated in Turbotax regarding this.
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Hi - I am going through this myself, and Turbotax does not ask any questions about this when you enter the 1099Q. It appears the only way to deal with this in T...
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OK for what it's worth, Vanguard has confirmed that they do report these 1099Q trustee to trustee to the IRS.They also told me to file when I have the Form 5498...
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IRS Publication 970, page 54 says"Don't report qualifying rollovers (those that meet the above criteria) anywhere on Form 1040, 1040-SR, or 1040-NR. These aren'...
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For reference, Vanguard only issued one 1099Q in the name of my daughter/beneficiary/Roth owner. What Fidelity did and is standing by doesn’t make sense. I am n...
Activity Feed for Earlybird
- Got Cheered for Re: 529 to Roth conversion again .... March 9, 2025 5:18 AM
- Got Cheered for Re: 529 Rollover to Roth in 2024 - how to report on tax return. February 20, 2025 9:04 AM
- Posted Re: 529 Rollover to Roth in 2024 - how to report on tax return on Get your taxes done using TurboTax. February 19, 2025 6:24 PM
- Got Cheered for Re: 529 to Roth conversion again .... February 15, 2025 4:59 PM
- Got Cheered for Re: 529 to Roth conversion again .... February 4, 2025 1:05 PM
- Posted Re: 529 to Roth conversion again ... on Get your taxes done using TurboTax. February 4, 2025 10:14 AM
- Posted Re: 529 Rollover to Roth in 2024 - how to report on tax return on Get your taxes done using TurboTax. January 23, 2025 9:47 AM
- Posted Re: 529 Rollover to Roth in 2024 - how to report on tax return on Get your taxes done using TurboTax. January 23, 2025 6:37 AM
- Posted Re: 529 Rollover to Roth in 2024 - how to report on tax return on Get your taxes done using TurboTax. January 22, 2025 7:11 PM
- Posted Re: 529 Rollover to Roth in 2024 - how to report on tax return on Get your taxes done using TurboTax. January 22, 2025 6:57 AM
- Posted 529 Rollover to Roth in 2024 - how to report on tax return on Get your taxes done using TurboTax. January 8, 2025 5:13 AM
- Posted Re: Received K-1 from a trust on Get your taxes done using TurboTax. April 6, 2024 1:00 PM
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- Posted Received K-1 from a trust on Get your taxes done using TurboTax. April 3, 2024 3:09 PM
- Posted 2023 Form 1116 Schedule B on Deductions & credits. February 12, 2024 11:55 AM
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- Posted Re: Series I bond interest on State tax filing. January 24, 2024 12:34 PM
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- Posted Series I bond interest on State tax filing. January 24, 2024 11:42 AM