twg6541--
		
		
		
		
		
		
		
		
	
			
		
		
			
					
		
	
	
			Level 1
		
	
				
		
	
		
			
    
	
		
		
		04-09-2020
	
		
		01:05 PM
	
	
	
	
	
	
	
	
	
	
	
	
	
	
		
	
				
		
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			George4Tacks
		
		
		
		
		
		
		
		
	
			
		
		
			
					
		
	
	
			Level 15
		
	
				
		
	
		
			
    
	
		
		
		04-10-2020
	
		
		10:10 AM
	
	
	
	
	
	
	
	
	
	
	
	
	
	
		
	
				
		
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For 2019, you will simply enter the IRA contribution. Deductions > Adjustments to Income > IRA Contributions (1=maximum deduction) > Enter the amount the client intends to roll over next year. Also enter Contributions made (letter use only)
That opens the back door, but that door can't closed until 2020, when it is withdrawn from the IRA and rolled into a Roth.
Careful- Are there any other IRA accounts?
Answers are easy. Questions are hard!
			
		
			
	
	
			
				
		
		
			twg6541--
		
		
		
		
		
		
		
		
	
			
		
		
			
					
		
	
	
			Level 1
		
	
				
		
	
		
			
    
	
		
		
		04-13-2020
	
		
		07:38 AM
	
	
	
	
	
	
	
	
	
	
	
	
	
	
		
	
				
		
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Thank you for the response. So even though these transactions happened almost simultaneously (IRA contribution and conversion to Roth), the conversion is considered to have occurred in the actual year of the conversion (2020). Correct?
			
		
			
	
	
			
				
		
		
			George4Tacks
		
		
		
		
		
		
		
		
	
			
		
		
			
					
		
	
	
			Level 15
		
	
				
		
	
		
			
    
	
		
		
		04-13-2020
	
		
		09:16 AM
	
	
	
	
	
	
	
	
	
	
	
	
	
	
		
	
				
		
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Yes. Contribute for 2019 in 2020 goes on 2019. Conversion for 2020 in 2020 goes on 2020.
Answers are easy. Questions are hard!