@ThomasM125: Thanks, this is excellent information.
It leads to a bit of product feedback. Successfully getting to the correct result appears to depend on entering the IRA contribution BEFORE entering the 1099-R information. However, TurboTax strongly leads the user to do the opposite, since it asks for all the income information first, while the IRA contribution entries are near the bottom of the deductions and credits section. This is certainly not an uncommon scenario, so in the retirement income (1099-R) section, TT should tell the user that if they made a nondeductible contribution that year and converted it to Roth, they should go enter the traditional contribution and basis information first, before entering the 1099-R data. Hopefully you can communicate this to the product team more successfully than a mere user is able to do.
