cpamann
Level 2
12-14-2020
05:52 PM
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I had an IRA for a client show up as partially tax free and I knew of no known reason for it and discovered somehow an amount had gotten entered on a prior year 8606 in error causing the problem, which I easily fixed. This was a first year client that I converted the prior year from Turbo Tax to work on it in Proseries Basic.