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allentax1
Level 1
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  • Re: Back Door Roth Conversion

    Thanks so much! TheIRA/SEP/SIMPLE box wasn't checked when I imported the 1099-R. Manually checking it fixed the issue! Thank you!!
    allentax1
    2
    Updated Apr 03, 2025

  • Re: Back Door Roth Conversion

    Hi,I'm having the same issue as the original poster, and the proposed solution is not working for me. :I double checked that only Traditional IRA is checked and...
    allentax1
    4
    Updated Apr 03, 2025
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