mj46
Level 3

I had no intention of reporting the Roth as a contribution until I read the diagnostics in Lacerte telling me to do that.  Something doesn't seem right about this whole transaction.  They sold a 3-family in 2021 so their income was nearly $300,000, covered by pension plans at work.  Their AGI would disqualify them from contributing to either a traditional or a Roth.  Is this ok?  Do I just ignore the diagnostic since it is not a critical diagnostic?

0 Cheers