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Hello, I made some typo errors on the data that is on the second 1099R.  Here is the info on the two 1099Rs:

 

1099R for partial 401K distribution to a traditional IRA (my question of this post)

Box 1 gross distribution - $200,000 (out of total amount $250M in 401K)

Box 2a taxable amount - blank

Box 5 employee contributions (portion of my after-tax contribution?) - $400

Box 7 distribution code - G with IRA/SEP box unchecked

 

1099R (different event/account from the 1099R above) for partial traditional IRA (different IRA account from above) rollover to Roth

IRA distribution - $60,000 (To Roth - $57,500, Tax Withheld - $2,500)

Box 1 - $60,000

Box 2a taxable amount - $60,000

Box 4 FIT - $2,000

Box 7 - code “7” with IRA/SEP “checked”

Box 14 state tax - $500

 

Per my previous post on filling out Form 8606,

-  I have one 1099R for 401K distribution to traditional IRA, which is a non-taxable event. However, since some of the 401K distribution amount was after-tax ($400), so I have to fill out Part I, because I have a "non-deductible IRA", which is the $400?

-  I have another 1099R for partial conversion of another traditional IRA to Roth, so I have to fill out Part II.

-  Is Part I supposed to also include the $ for the traditional IRA to Roth conversion?  on Form 8606 line 3, it asks "in 2023, did you take a distribution from traditional IRA...or make a Roth IRA conversion?".  And I did, although it is a different traditional IRA account from the one that I made the 401K distribution.  It looks that Part I would include both (1) the 401K distribution to traditional IRA, and (2) the traditional IRA (different IRA account) conversion to Roth?  And then the Roth conversion number ($60,000 - $2,500 tax withheld = $57,500?)  would be transferred from a line (i.e., line 8?) to line 16 on Part II?

 

I have the window desktop version of TurboTax Premier, and I cannot find the "EasyGuide" button per your reply.  So I used the step by step interview feature in TurboTax to enter the two 1099Rs.  The interview questions did not ask me about after-tax 401 distribution or non-deductible IRA.  After the 1099R input, I checked the printed format of Form 8606, there are nothing on Part I, and it only shows my conversion from traditional IRA to Roth on line 16-18.

 

No sure what I did wrong.  Please advise.  Thank you.