qbteachmt
Level 15
04-28-2025
01:47 PM
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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:
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Don't yell at us; we're volunteers
Don't yell at us; we're volunteers