Backdoor Roth coded wrong

[chapguy19]

Client says that his 1099R is a backdoor Roth:

Gross Distribution $7000

Taxable $7000

2b Taxable Amount not Determined X

Distribution Code 2

IRA/SEP/Simple X

Shouldn't it have a different Distribution Code than 2?  Code 2 means Early distribution, exception applies.

I need help making this a Backdoor Roth.

Thanks in advance, Christopher

[TaxGuyBill]

It is coded correctly.

I don't use ProConnect so I can't tell you the specific how-to, but:

You need to indicate it was converted to a Roth.

The client said it was a Backdoor Roth, so that indicates he also made a contribution to a Traditional IRA.  Be sure to enter that non-deductible Traditional IRA so the software knows there is "Basis".

[IntuitKatie]

Hi @chapguy19 
Thanks for posting your question! This may help:

Backdoor Roth IRA Entry in ProConnect - MFJ
If you need further assistance with this we would reach out to ProConnect Support, as they can best help with your specific situation.
Looking forward to seeing more of your contributions in the community!