LHudson555
Level 1
06-20-2025
01:32 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
How do I enter a roll-over from Traditional IRA to ROTH IRA? I don't have the forms so I'm trying to do it pro forma. Thanks in advance for any assistance!
Labels
Accountant-Man
Level 13
06-22-2025
05:20 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
What does this mean:
"I don't have the forms so I'm trying to do it pro forma"?
** I'm still a champion... of the world! Even without The Lounge.
TaxGuyBill
Level 15
06-23-2025
04:27 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Create a 1099-R worksheet showing the Traditional IRA distribution.
Then scroll down about 2/3 of the way and look at/fill-in the section about rollovers and Roth conversions.