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Thanks, my spouse had deductible traditional IRA contributions from 2012 and 2014. So I should be entering the basis of that or the entire value, as it got converted to Roth during 2024 also.

 

Also, I still have this question: Also, when I follow the instructions in the article, it does not matter if I enter the total for 2023 and 2024 in "Amount converted to a Roth IRA account", or just 2024. Why is that? I have followed all the preceding steps.

 

Btw I do see I did everything correct in 2024 for the 2023 contribution. So it is carrying over the basis into my filing from TurboTax. I assume it's doing the right thing automatically 

 

Thanks ! @AnnetteB6