Skip to main content
J
jkfmsi
Level 4
March 12, 2026
Question

1099-Q QTP to Roth error

  • March 12, 2026
  • 3 replies
  • 33 views

Any idea when the program will update to allow filing of 1099-Q that has QTP to Roth transfer? I cannot seem to find anything under forms availability. Thanks!

    3 replies

    Just-Lisa-Now-
    Just-Lisa-Now-Intuit Community Champion
    Intuit Community Champion
    March 12, 2026

    I know the box gives an error but does it do the math right down below?  If the math is right, Id just turn off error checking at conversion and roll with it as is.

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
      J
      jkfmsiAuthor
      Level 4
      March 12, 2026

      No. The math is wrong as well 😞

      Just-Lisa-Now-
      Just-Lisa-Now-Intuit Community Champion
      Intuit Community Champion
      March 12, 2026

      @Kathi_at_Intuit  any info on this?   Its been several weeks since its been reported.

      ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
      T
      TaxGuyBill
      Level 15
      March 12, 2026
      @jkfmsi wrote:

      Any idea when the program will update to allow filing of 1099-Q that has QTP to Roth transfer? I cannot seem to find anything under forms availability. Thanks!

       

      What are you expecting that checkbox to do?

      It is a qualified rollover that will be tax-free?

      What seems to be wrong with the math?

       

        D
        dsacpa
        Level 3
        March 21, 2026

        Can I be added to email notification of the program update required. Thanks.

        I
        IntuitKateModerator
        Moderator
        March 21, 2026

        Hi @dsacpa, I've added you as well. 

        Terms & ConditionsAccessibility statement
        Tax software
        Intuit Lacerte Tax
        Intuit ProConnect Tax
        Intuit ProSeries Tax
        Referral Program
        Workflow add-ons
        Intuit Tax Advisor
        Hosting for Lacerte & ProSeries
        eSignature
        Protection Plus
        Pay-by-Refund
        Intuit Link
        Accounting solutions
        QuickBooks Online Accountant
        QuickBooks Accountant Desktop
        EasyACCT
        Training & support
        Training Center
        Learn & Support
        Resources for starting a tax practice
        Tax Pro Center
        How to get started offering advisory services
        Call Sales: 833-564-8436
        Sitemap
        Turbotax icon creditkarma icon QuickBooks icon Mailchimp icon
        About Intuit Join Our Team Press Room Affiliates and Partners Software and Licenses

        © 2026 Intuit Inc. All rights reserved.

        Intuit, QuickBooks, QB, TurboTax, ProConnect, Credit Karma, and Mailchimp are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

        By accessing and using this page you agree to the Terms and Conditions.

        Terms and Conditions About cookies Manage cookies
        Legal Privacy Security
        TRUSTe
        Products
        T1 Tax Module
        T2/CO-17 Tax Module
        T3 Tax Module
        T4, T5 & Other Tax Forms
        Tax Suites
        Single Returns (OnePay)
        ProFile 20
        QuickBooks Online Accountant
        Pricing
        Pricing & bundles
        Free trial
        Learn
        Getting started
        Training
        Webinars & events
        Support
        Download & activate
        Community & support
        System requirements
        Refer a friend
        Call sales: 1-844-861-3600
        Manage cookies

        © 2026 Intuit Inc. All rights reserved.

        Intuit and QuickBooks are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

        Legal Privacy Contact Contact
        Logiciels
        Logiciel d’impôt T1
        T2/CO-17 Tax software
        Logiciel d’impôt T3
        T4, T5 et autres formulaires fiscaux
        Suites Fiscales
        PayezPourUN
        ProFile 20
        Signature Intuit pour ProFile
        QuickBooks en ligne Comptable
        Prix
        Prix et offres groupées
        Essai gratuit
        Apprentissage
        Démarrage
        Formation
        Webinaires et événements
        Soutien
        Télécharger et activer
        Communauté et soutien
        Exigences système
        Recommandez un ami
        Appeler les ventes : 1 800 943-9834
        Paramètres des témoins

        © 2026 Intuit Inc. Tous droits réservés.

        Intuit et QuickBooks sont des marques déposées d’Intuit, Inc. Les modalités, les fonctions, le soutien, les prix et les options de service peuvent être modifiés sans préavis.

        By accessing and using this page you agree to the Terms and Conditions.

        Nos offres d’emploi Contactez nous Renseignements juridiques Confidentialité