Catherine Posted June 29, 2021 Report Share Posted June 29, 2021 Hi folks, There is an error in the Drake calculation of non-taxable traditional IRA basis in the conversion to a Roth IRA. Tech support is working on it, but if you have conversions where some of the trad IRA has non-taxable basis, beware! Quote Link to comment Share on other sites More sharing options...
jklcpa Posted June 30, 2021 Report Share Posted June 30, 2021 Can you elaborate on exactly what is wrong? I have a client that does a backdoor Roth every year and didn't notice anything. I'll have to go back and look at that return, but not tonight. Quote Link to comment Share on other sites More sharing options...
Catherine Posted July 16, 2021 Author Report Share Posted July 16, 2021 The error turned out to be a combination of poorly worded instructions on the Drake page and wrong information sent by the client. I could have figured out one or 'tother, but the two together flummoxed me. Quote Link to comment Share on other sites More sharing options...
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