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aahelper1
Level 3
April 1, 2021
Question

back door ira conversion

  • April 1, 2021
  • 1 reply
  • 6 views

how to report the back door ira conversion on form 8606; client contribution $7000 and on the same day converted the $7000 Roth IRA

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1 reply

dd4vols
dd4volsIntuit Community Champion
Intuit Community Champion
April 1, 2021

On the 1099-R where he withdrew the $7,000 reg IRA , scroll down to the Additional Distribution Information , and  check the box  on Line B5

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