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    back door ira conversion

    aahelper1
    Level 3
    ‎03-31-2021 07:49 PM

    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 Comment 1
    dd4vols
    Level 10
    Level 10
    ‎03-31-2021 09:44 PM

    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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