Level 15
05-17-2024
06:33 PM
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Use the IRA contribution worksheet, don't enter directly on the 8606, assuming it IS non-deductible, the software will put the figures needed on the 8606 automatically.
Then when you enter the 1099R (and mark it on page 2 as a roth conversion) it will pick up the non-deductible IRA contribution from the 8606 and make the distribution non-taxable.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪