Thanks Dana - super helpful detail. I followed along but I didn't get all the same question prompts and when I went to validate things in my forms section I'm missing some pieces. I even went in and re-entered the 1099-R manually and nothing changed. Now I'm concerned my 2022 information isn't correct. For example:
1) my 1040 4a and 4b is blank - shouldn't 4a be 7000 and 4b be 0?
2) 2022 8606 lines 4 and 5 are blank
It won't let me override any lines in the forms section and not sure how to get this resolved. Suggestions?
Thanks
