Just-Lisa-Now-
Level 15
Level 15

It shouldn't have been coded as a G.   Are you sure it went into a ROTH? 

Have you seen the statement showing the deposit and it shows that its a ROTH account?   

Clients dont always know for sure whats really happened. 

I have clients that convert from a Traditional to a ROTH every year, they're never coded as a G.


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