rbynaker
Level 14
02-22-2022
04:54 PM
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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 . . .