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R
roseann
Level 2
March 20, 2021
Question

Pro Series Basic IRA Conversion to a Roth

  • March 20, 2021
  • 1 reply
  • 8 views

I think I should fill out section 2, but the system wouldn't let me.  Where do I go first so it will flow to 

section 2

 

This topic has been closed for replies.

1 reply

T
TaxGuyBill
March 20, 2021

Can you clarify what the problem is?  You should be able to just check box B5 for the Roth Conversion.

Are you entering all of the 1099-R information at the top of the worksheet?  What code is in Box 7?

The more information you can provide, the better.

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