Trad to Roth IRA conversion - basis calculation error

[Catherine]

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!

[jklcpa]

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.

[Catherine]

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.