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Get your taxes done using TurboTax
@fanfareMy original return omitted the 2022 non-deductible IRA and it also recorded the 1099R as a regular rollover. The net result was 0 taxes which was correct however an 8606 was not created which is why I am revisiting this. Now, it shows the non-deductible IRA, the 8606 and the Roth rollover so I am good and it all matches the numbers as documented by @DanaB27 . Now I'm just in wait mode to refile the federal return.
Thanks for your help.
‎February 27, 2023
12:36 PM