Get your taxes done using TurboTax

no worries I was working through a Roth conversion and Form 8606 also, so it was a helpful and timely question.  looks like TT did get the original posts so you got the info 3 times slightly differently lol.

 

just wanted to check also that you're aware of the 5 year holding period for the conversion, see following (Schwab and Fidelity have good articles on these type of topics).

 

https://www.fidelity.com/learning-center/personal-finance/retirement/roth-ira-5-year-rule#:~:text=As...