msindc1
Level 4

Folks:

Client's wealth manager funded a 2021 Roth IRA earlier this year.  But the client's income is too high, so we need to recharacterize the contribution as a traditional IRA contribution and then do a Roth Conversion.  I don't know how to enter this in Lacerte.  Any guidance would be VERY welcome!

Thanks.

Micah

0 Cheers