LHudson555
		
		
		
		
		
		
		
		
	
			
		
		
			
					
		
	
	
			Level 1
		
	
				
		
	
		
			
    
	
		
		
		06-20-2025
	
		
		01:32 PM
	
	
	
	
	
	
	
	
	
	
	
	
	
	
		
	
				
		
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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
		
	
				
		
	
		
			
    
	
		
		
		06-22-2025
	
		
		05:20 PM
	
	
	
	
	
	
	
	
	
	
	
	
	
	
		
	
				
		
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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
	
	
	
	
	
	
	
	
	
	
	
	
	
	
		
	
				
		
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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.