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S
strongsilence
Level 10
December 1, 2025
Question

Correction or Question: ROTH IRA conversion in 2024 that carries automatically to 2025

  • December 1, 2025
  • 2 replies
  • 14 views

Correction to Intuit Tax advisor.   12/1/2025

In the case of an amount input to 2024 Lacerte tax prep to Conversion to Roth IRA in Form 13.1, that amount reduces the taxable amount IN THE 2024 ACTUAL COLUMN IN ITA. This should NOT affect the tax projection for the subsequent year, BUT in ITA there is no input field to override.

2 replies

S
strongsilenceAuthor
Level 10
December 1, 2025

AND THIS AMOUNT CARRIES FORWARD TO 2025 BASELINE ?!?!?!? AARGGGhh

S
strongsilenceAuthor
Level 10
December 1, 2025

File: Further Aggravation.   The ROTH amount from 2024 carries forward as income for 2025.  But there is no line item that shows it. (My reconciliation spotted it.) So, to correct it, I subtracted it as other income. See the snip for the line item. But, to my dismay, this amount does NOT appear in the review plan section of ITA

EDITED It doesn't appear when the lines are collapsed. (I had expected to see the amount on the same line as the Other Income category.  When expanded, it is visible.)

Intuit - please review ITA. 

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