How do I enter a roll-over from Traditional IRA to ROTH IRA? I don't have the forms so I'm trying to do it pro forma. Thanks in advance for any assistance!
What does this mean:
"I don't have the forms so I'm trying to do it pro forma"?
Create a 1099-R worksheet showing the Traditional IRA distribution.
Then scroll down about 2/3 of the way and look at/fill-in the section about rollovers and Roth conversions.
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