Level 11
03-13-2023
05:26 PM
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here is how I do it and it works great for me
1. Enter the traditional IRA contribution on the IRA worksheet
2. If then flows naturally to form 8606
3. Enter 1099-R Worksheet, make sure IRA box is checked
4. Scroll down to B-5, check that box that rolled over to Roth
The End