annbossojohnson
Level 2
04-05-2023
12:19 PM
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Hello everyone-
A client moved money from a traditional IRA to a Roth in November of 2022. There is a tax liability from this conversion. ProConnect is not calculating any tax penalty; would there be a penalty on this? And if yes, can someone help with how I show in ProConnect what the penalty would be?
Thank you-
Ann
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