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Back door Roth IRA how to enter in lacerte software

thuypham333
Level 2
  • How to enter back door Roth in lacerte software 
1 Comment 1
Karl
Level 8
Level 8

It's a combo of Screens 13.1 and 24.

For Screen 24, that's where you enter the nondeductible tIRA contributions (and duplicate-enter in the override "nondeductible contributions").

For Screen 13.1, that where you enter the 1099-R and scroll down to input that it was a conversion.

It takes a LOT of inputs (compared to other tax items). Pay attention to the detail review of form 8606 and your statements/worksheets.

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