Dreams
Level 1

@clayms1 wrote:

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  http://yourbooksontime.com/tax-advisors  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, 


How did you solve the issue?
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