LHudson555
Level 1

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! 

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Accountant-Man
Level 13

What does this mean:

"I don't have the forms so I'm trying to do it pro forma"?

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qbteachmt
Level 15

Without forms (1099-R, 5498) how do you know it even happened at all?

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TaxGuyBill
Level 15

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.

ljr
Level 9

where is the 1099-r for the distribution - you should have that at least 

 

bottom of 1099-r worksheet are boxes and you can check off Roth rollover