qbteachmt
Level 15

"Somehow, Lacerte does not recognize this as "non-deductible IRA"."

Because it is coming up as Disallowed, as Excess.

"Taxpayer did backdoor IRA in 2022."

So, they earn too much to qualify to put in Roth directly?

"He has taxable IRA in another brokerage firm and has basis on that account."

They still get aggregated, so you know some of the backdoor is a taxable conversion.

"Problem is I do not know how to change the worksheet to statements"

I would start over with those entries, using the two articles I linked for reference.

And if you still have questions, I recommend starting your own topic in the Lacerte section, and not updating a ProSeries topic from 2 years ago.

 

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