qbteachmt
Level 15

"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?

https://accountants.intuit.com/support/en-us/help-article/retirement-tax-credits-deductions/entering...

 

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