Reconversion of Roth IRA

[MargaretMort]

First, let me thank KC and anyone else who has responded to my questions about the IRA roll-over and reconversion. Still have a couple of questions, of course.

The amounts being reconverted are not the same as the amounts that were rolled over because money was held out for taxes. Does it matter that the reconversion amounts are not the same?

The other question, KC said to add an explanation about reconverting from the Roth to the original IRS and that, if I use ATX it is easy to do. I think my mind left town but I can't find anything where I can explain that.

Please, please give me some guidance. I want to get this finished and off my desk. MM

[Lion EA]

I don't use ATX anymore, so my terminology is probably off. You use something like Return Notes (as opposed to Preparer Notes that I think stay with your copy and don't get transmitted or printed for the client) to include information with the return. If that's wrong, someone will jump in my Wednesday morning!