Here is how to do a backdoor Roth IRA contribution in ProConnect.

- Enter the (presumably non-deductible) Traditional IRA contribution: (They'll get a 5498 for it eventually, but may not be until as late as May 31st).  Deductions -> Adjustments to Income -> Retirement -> IRA contributions -> enter the amount.

- Then enter the 1099-R for the withdrawal from the Traditional IRA, which may have distribution code 2 (early distribution with exception).  It will also likely have a taxable amount, but with the "taxable amount not determined" box checked. It should also have the "total distribution" box checked (see below).  Enter all that as is into ProConnect.  Then go to the Form 8606 tab -> Conversions to Roth / Traditional distributions, and enter the amount of the conversion.

Pro-rata rule: If the person's traditional IRAs have both deductible (pre-tax) or non-deductible (after-tax) contributions (contributions while their income was too high), any rollover is a proportional amount of both. Pro-rata rule treats all IRAs as one IRA. If they want to keep some traditional IRA funds as pre-tax, may want to roll the entire pre-tax IRA to a 401k first, then use the IRA for after-tax contributions that will be converted to Roth.