SeA3106
Level 2

My client received a 1099R from her investment company showing a $100K rollover to a traditional IRA and a $20K taxable distribution to her ROTH IRA.  Should this ROTH conversion be reported on Form 8606?  The only way I could get the $20K to show up on the 8606 was to check the IRA/SEP/SIMPLE box.  Given that these funds came from a 401K, is this the correct way to enter this transaction in Lacerte?