Level 15
@pdlang55 There is nothing wrong with the technical response to your comment.  You shouldn't expect the distribution to be nontaxable.

Is Box 2b for "Taxable amount not determined" checked?  Or was it a total distribution?

Does the taxpayer have any basis in the IRA being converted?  If so, have you determined how much of the distribution is cost basis with the balance being taxable?
Still an AllStar
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