clayms1
Level 1
03-16-2021
07:29 PM
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My client converted some 401k funds into a Roth IRA and received a 1099 from the employer with a Code G marked and the amount shown in the Taxable box. But, ProSeries does not carry that taxability to the front of the 1040. I can force an override on box 5b of the 1040; but, is that the right way to handle this? Is this a wrong coding? Is ProSeries wrong on this?
Thank you,
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