gennarostella
Level 3
‎02-26-2024 01:48 PM
 
0 Cheers
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rbynaker
Level 14
‎02-26-2024 02:14 PM

You probably need to enter the Roth IRA contribution/conversion basis in the Roth IRA (on the IRA Info Wks?)

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qbteachmt
Level 15
‎02-26-2024 03:41 PM

It's based on date of any Roth account existing, date of conversion, and/or converted basis. Run through all the eligibility factors to confirm it qualifies as tax exempt and penalty free.

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