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Pro Series Basic IRA Conversion to a Roth
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roseann
Level 1
03-20-2021
09:01 AM
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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
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TaxGuyBill
Level 15
03-20-2021
10:42 AM
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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.
