kensuzy
Level 1

it was marked taxable not known

it was trustee to trustee because of the way backdoor works.  You make the contribution and it is non-deductible, they give a 1099r which i put in the system.  it is rolled over to roth.  the taxpayer never sees the money.  so yes it is trustee to trustee

we have done this in all years before and it has worked.  Now the software doesn't seem to allow it.  so....are there other accounts???  only for prior year contributions to roth rolled over.

these questions all are directed at whether this qualifies as backdoor roth.  I am convinced it does.  The taxpayer was convinced.  The broker was convinced.  We have done this every year for 4-5 years.  How do i get the software to give me the answer like it has in prior years?

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