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Saint1010
Level 1
April 11, 2026
Question

Can you do a Roth IRA rollover from a 529 Plan for 2024 if the distribution was made in 2025 before the due date of the 2024 return

  • April 11, 2026
  • 1 reply
  • 3 views
Taxpayer rolled the distribution form 529 plan into a 2024 Roth and 2025 Roth but the distribution of $14000 was made in March of 2025

1 reply

rbynaker
rbynaker
Level 13
April 11, 2026

Google found this for me but it doesn't cite sources.  Sounds like yes.

My guess is a clever financial advisor did one $14K conversion comprised of $7K 2024 due 4/15/25 and $7K 2025 due 4/15/26, all in March 2025.

Make sure the other conditions are met (see article, holding period, earned income, etc.)

Rick

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