Question
Rollover from 401K to Roth IRA.
On advice from his broker, client rolled over his 401K account balance to a Roth IRA. Taxable event. The 1099-R shows the rollover amount as taxable. The distribution code shows as "G", for a rollover to an IRA.
Proseries is not showing the amount as taxable, presumably because of the G code. How do I fix this?
