Hi All,

I have a client who rolled over a qualified plan so they have a 1099-R but the client ended up depositing the check to a Roth IRA and not a Traditional IRA.  The 1099-R is coded as a non-taxable rollover but because of the deposit to the Roth IRA, it is definitely taxable.  My question is that I do not know how to change this in Pro-Connect to have the return represent that income.  The 1099-R has a $0.00 in box 2 (taxable amount) but do I just enter the Roth conversion amount in that section?

Thank you!