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Re: 1099-OID

Yes, but I cannot figure out exactly where to enter it, and I don't know why.

Opfor77

1

Apr 15, 2025
1099-OID

I understand the outcome of this, and I've done it a million times in Ultratax, but I cannot figure out the proper way to input this in Proseries. The part givi...

Opfor77

3

Apr 15, 2025
Re: 529 to Roth IRA

All of those conditions are met. Maybe there's a box to check that I'm missing....frustrating

Opfor77

2

Mar 18, 2025
Re: 529 to Roth IRA

Yes, except for the earned income. I though that was done away with in 2024.

Opfor77

6

Mar 18, 2025
529 to Roth IRA

Client is part time college student, aside from working. He transferred $7,000 from a 529 to a Roth IRA. 1099-Q distribution of $7,000, 5498 Roth IRA contributi...

Opfor77

11

Mar 18, 2025

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