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Great Answer!! I followed through the 1st half of the instruction and it is very clear.

 

 

Regarding the 2nd half of the instructions ("To enter the Form 1099-R conversion: "), I have two 1099-R forms (for myself), one for "2024-Traditional-IRA-*-Form-1099-R-&-Instructions" the other is "2024-ROTH-IRA-*-Form-1099-R-&-Instructions".

Should I put both 1099-R into this step? Regarding your steps, are they for the Traditional or Roth?