msindc1
Level 5
06-24-2022
12:26 PM
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Folks:
Client's wealth manager funded a 2021 Roth IRA earlier this year. But the client's income is too high, so we need to recharacterize the contribution as a traditional IRA contribution and then do a Roth Conversion. I don't know how to enter this in Lacerte. Any guidance would be VERY welcome!
Thanks.
Micah
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