nolanm
Level 4

Hi all - I was on the community prev on this issue and got some helpful pointers. Now want to finalize the return.

Client contributed $6k twice to his regular IRA in 2020. Both were converted (back door) into his Roth. 

I have had the broker involved in the 2nd contribution (broker B) remove the 2nd $6k back into his IRA   ( as if it never happened - no earnings or interest) and move the ira contribution to 2021. 

The 1099 for this 2nd traditional ira distribution is now corrected to zero. 

So I have 2 x 1099 distribution forms from broker B for 2020, one for $6k and one for zero. 

Do I need to enter both into his 2020 taxes as the corrected 1099 is zero? Or neither as the IRS will receive the corrected zero 1099.  I know I can paper file, attach both the initial 1099 and the corrected, and explain in a covering letter.

I am just questioning the correct way to enter into Pro-series in the event that I decide to e-file.

Thanks NolanM 

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