qbteachmt
Level 15

There wasn't a rollover Trad IRA where the money was parked, first, so it isn't:

403(b) ==> Rollover IRA ==> Converted to Roth IRA

The taxpayer will get a 1099-R. You enter this into the worksheet. Here are some Lacerte help articles:

https://accountants.intuit.com/support/en-us/help-article/form-1099-r/common-questions-form-1099-r-l...

https://accountants.intuit.com/support/en-us/help-article/insurance-medical-benefits/understanding-f...

 

 

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