George4Tacks
Level 15
‎03-03-2023 10:25 AM

For ProConnect

Input the IRA contribution e.g. 7,000

Backdoor - Contribution to IRA.jpg

Input the 1099R for the distribution of the excess contribution. Be sure to check the box that it is an IRA 

Backdoor - 1099R.jpg

In this same screen CLICK 8606 See image and pay particular attention to the MINUS ONE in 2nd line

 

 


Here's wishing you many Happy Returns
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