Ernie
Level 9
12-06-2019
04:55 PM
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You will enter in the contribution on the IRA contribution worksheet as a contribution to a Regular IRA. They will then receive a1099-R with a code 2 for the amount rolled over. You enter that on the 1099-R worksheet.
You will then click the box on line B-5 that shows they rolled the full amount over to a Roth IRA.
Dusty Ernie