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Thanks to everyone for helping me on this conversion matter. I finally got the client to call her advisor & tell them we needed the 1099R coded 2. He told her t...
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It was not from a 401K. The company gave everyone a choice , take a total distribution or do a conversion to a Roth IRA. They also told them that the amount con...
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I just put in a code 2 on the 1099R & it flowed to the 8606. So the client needs to go back & have the code changed from a G to a 2? Right?
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The 5498 shows "2023 IRA Contribution Information" then it shows the Fair Market value of the account, the Roth conversion amount & a normal Roth contribution f...
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I'm using Pro Series Professional. Client converted Traditional IRA tp a Roth. I entered the 1099R coded G. Now I need step by step instructions to get the conv...
