qbteachmt
Level 15
04-04-2026
12:41 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
"Essentially" a backdoor, or they also made the conversion in 2025 and this is factually a backdoor? It requires this person had $0 in any Trad IRA, SIMPLE IRA, SEP IRA and rollover trad IRA. Did you enter the 1099-R with the applicable info or the info provided from the issuer?
*******************************
Don't yell at us; we're volunteers
Don't yell at us; we're volunteers