Only SPOUSE pre-tax accounts available for Roth conversions (not primary person) [ONLINE version]

Questions and Discussion Relative to Pralana Online's "Analyze" Features

Last Post by Sotirios Keros 2 months ago

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Sotirios Keros

(@stkeros)

Estimable Member

Joined: 4 years ago

Posts: 50

Topic starter July 21, 2025 9:37 am

Looking at Roth conversions and "available pre-tax balances", only the second spouse's accounts are used, and anything I enter for the first spouse is ignored (regardless of account priority). However these assets do appear in the balance sheet. I just shared a plan with admin which has that issue.

This is for the online version (I didn't see an Issues and Potential Errors forum specifically for online...wasn't sure if I should post in the "build" section there, or post here).

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Richard Eaton

(@ricke)

Reputable Member Customer

Joined: 5 years ago

Posts: 274

July 21, 2025 9:08 pm

@stkeros

I just tried to duplicate the issue, but it seems to be working for me.

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Sotirios Keros

(@stkeros)

Estimable Member

Joined: 4 years ago

Posts: 50

Topic starter July 21, 2025 9:11 pm

Thanks richard. I also just tried and it seems to be working. I swear earlier I tried a bunch of times to troubleshoot without success. Thanks for checking. It's working for me now too. 🙂

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