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DanaB27 · ‎February 27, 2023

Thank you for the token. I reviewed your return. You selected "rolled over all of this money" instead of “I did a combination of rolling over, converting, or cashing out money” on the "What did you do with the money" screen.

Please choose “I did a combination of rolling over, converting, or cashing out money.” and enter the amount next to "Amount converted to a Roth IRA account". The words rollover will disappear on line 4. and it will correct Form 8606 as well which shows incorrectly a $7,000 basis on line 14.

I assume this will be the same issue for your 2020 tax return.

@Anonymous

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