ctphancpa
Level 1
04-14-2022
10:45 AM
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Client converted from Traditional to Roth IRA last year, 2020. Qualified to report only 1/3, how do I report 1/3 for 2021? I could not make form 8915E work, please help.
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rbynaker
Level 13
04-14-2022
10:56 AM
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Roth conversions in 2020 did not qualify for the 3-year spread. So how you report it is you go back and amend the 2020 return to report it correctly.
