George4Tacks
Level 15

"Her investment company" is referring to the company her 401K is held in?

When and how much was the nondeductible IRA contribution made? 

$20K taxable distribution from what type of account? Your statement says it was from a 401k. Was it a Roth 401k?

Have you shown the IRA basis in Screen 24?

You can look at this search for some help https://proconnect.intuit.com/support/en-us/help-search?filter=Lacerte+Tax&filter=Lacerte+Tax+Planne...

 

NOTE: Maybe @IntuitGabi can get the 1st item listed either recovered or removed from this search. Broken links are still lingering how many years after the conversion?


Here's wishing you many Happy Returns
0 Cheers