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Level 1
April 4, 2021
Question

Roth Conversion

  • April 4, 2021
  • 1 reply
  • 2 views

Where and how do I properly enter a Roth conversion in ProSeries?

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1 reply

dd4vols
Intuit Community Champion
April 4, 2021

If you are talking about the back-door conversion, On the 1099-R where he withdrew the  reg IRA , scroll down to the Additional Distribution Information , and  check the box  on Line B5

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