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Get your taxes done using TurboTax
Hi AnnetteB6:
Thank you for getting back to me.
To answer your clarifying questions.
Form 1040 SR, 4A and 4B 100,000 is the reported amount. Yes I am reporting a Trad IRA to Roth IRA conversion. My Trad IRA did not have any nondeductible contributions.
I can't figure out how to open form 8606. 😎
I followed the steps listed by p-123 originally. With a couple of exceptions. On 1099-R, line 2B Taxable amount not determined is checked. Line 4 Federal income tax withheld is blank on my 1099R.
Thanks in advance for your efforts.
KelleyR
‎March 28, 2025
7:31 PM