@dmertz wrote:
As suggested by the 2022 Form 8606, the 2022 transcript also indicates that no 2022 Roth conversion was reported on your tax return. Note that IRS transcripts don't record additions to traditional IRA basis, they only record the application of basis to traditional IRA distributions.
What is the code in box 7 of the 2022 Form 1099-R that reports the $6,000 distribution from the traditional IRA?
What is the code in box 7 of the 2023 Form 1099-R that reports the $6,500 distribution from the traditional IRA?
For both 2022 & 2023, 1099-R (For both my spouse and I) shows Code 2 in Box 7, with IRA/SEP/Simple having (X)
