rbynaker
Level 14

Not enough facts in evidence.  There are different 5-year rules that may apply.  Each conversion starts its own 5-year clock.  If you're lucky, @qbteachmt may come along with her list of awesome resources.  I found one that may help with a quick Google:

https://www.investopedia.com/ask/answers/05/waitingperiodroth.asp

You're not only a tax preparer, you're also a historian!  Sometimes an archaeologist if your clients records are anything like my clients . . .