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I've run into a situation with a backdoor Roth conversion that ProConnect believes is completely attributed to 2025.
Background - when preparing this client's 2024 return we discovered she had only funded her IRA for $6500 and could do another $500. Every year she does non-deductible contributions to her regular IRA and then immediately converts them to her Roth. As we found the issue before the date the return was due, she contributed and then converted an additional $500.
This year's 1099-R for the traditional IRA has boxes 1 and 2 at $7500 with Box 2b checked and distribution code 2 (early distribution, exception applies).
The distribution correctly has the amounts distributed in 2025, however $500 of that should be attributed to 2024's conversion. I've been looking all over the input fields and cannot find where to enter that information so ProConnect wants to add the $500 as a taxable IRA distribution.
If anyone can point me to the correct entry field, or check box, I'd really appreciate it. I've looked everywhere I can think of and just can't seem to locate the correct field.