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I'm not formally expecting to see it on the return anywhere, but when I entered the 1099-Q info with Gross, Earnings and Basis and the program automatically tax...
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Thanks, but there is NO Form 1099-R from the MD529 Plan. They received a Form 1099-Q referencing the $7,000 trustee-to-trustee transfer only.I found that this i...
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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 ...
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Called Proseries and it appears to be a bug in the program. They're researching.
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Thanks Rick and TaxGuyBill. Both of you offer valid info, but I'm still not sure it's working correctly. The business use was 100% in all years. The idea of hav...
