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March 1, 2025
Question

How do you enter 1099Q into TurboTax that is a direct trustee to trustee rollover of a 529 plan to Roth IRA (See IRS Pub 970 p. 53)?

  • March 1, 2025
  • 1 reply
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    1 reply

    KrisD15
    March 1, 2025

    Keep a copy with your tax file, but do not enter the 1099-Q.

    It is a non-reportable non-taxable transaction. 

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