jknecht
Level 3
12-06-2019
06:36 PM
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Rick, LaCerte does handle it but just a little confused. I actually had them call Fidelity and Fideltiy told them it would show as a 2 or 7 (depending on age) in box 7....so it shows up as taxable. Then since it is an inplan conversion the amount will show up in the W2 for the year normally.
So I ran the numbers and it shows as a taxable event and then we enter the Roth information as appropriate.
So I ran the numbers and it shows as a taxable event and then we enter the Roth information as appropriate.