Hi there, I just found this thread and I have a similar situation but the only thing I'm still stuck on is what to select on 4b drop down for cost basis distributions (ROLLOVER, QCD, HFD or just leave it blank)?
I withdrew my cost basis (amount exact to the penny) from Roth IRA in 2023. I previously rolled over my Roth 401k to Roth IRA in 2020 (2020 1099-R rollover cost basis matches what I took out in 2023, Code H so no tax was owed on that transaction) and never touched that account until 2023.
My 2023 1099-R from Wells Fargo has code J and "Taxable amount not determined". I'm trying to use Form 8606 to calculate taxable amount and it comes up to be 0.00 after inputting that cost basis matching the distribution.
