GRG1
Level 2

Get your taxes done using TurboTax

What is happening is that the amounts are being added to the IRA totals for the other IRAs the for which we have received 1099R's. When it worked correctly, the total in line 4a of the 1040 did not include the money converted to the Roth IRAs, line 4b stated "Rollover" and the taxes due were roughly $2500 less.

 

Line 20 on Schedule 1 is blank. But the 8606 is showing that the IRA contribution that I attempted to rollover is being taxed.  When it worked correctly form 8606 was correct.

 

Thanks.