dsacpa
Level 2
02-14-2025
04:30 PM
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Client rolled over $7,000 to a Roth from his MD 529 Plan. There were earning and basis as part of the distribution. The earnings should not be taxed or subject to the 10% penalty, but ProSeries 2024 is doing both at the moment.
How do I enter this transaction or report the non-taxability and penalty exemption?
Best Answer Click here
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