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R
richard6
Level 4
April 2, 2025
Question

Entering a Backdoor Roth into Proseries worksheet.

  • April 2, 2025
  • 2 replies
  • 7 views

1099R shows Boxes 1 and 2 as $7000, but Box 2 should be 0 (Nontaxable). Code is 2. Help!

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2 replies

IRonMaN
IRonMaN
Level 15
April 2, 2025

On the 1099R worksheet, scroll down until you find box B5 - check it.

Slava Ukraini!
R
richard6Author
Level 4
April 2, 2025

Thanks, but still shows taxable inmcome on Line 4b, 1040!

IRonMaN
IRonMaN
Level 15
April 2, 2025

Did you enter the original contribution into the software so the basis offsets the 1099R?

Slava Ukraini!
dkh
dkh
Level 15
April 2, 2025

Useless information I feel the need to share......  local Edward Jones rep loves doing these  

I think he's going a for a Guiness World Record.

 

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