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@dmertz: Thanks for the clarifications.
On the 1099-R, the company listed my distribution as a single number, RMD + Conversion which is probably the correct procedure. Looking again at my filed return, 8606 is where I input the amount converted. My confusion on this point is that the Company did not report a conversion, I did. I thought the Company needed to file something explicitIy indicating a conversion. Maybe that is all that is required and I was expecting something that is not required. Anyway, I'll do an amended return and void out the check they sent and return it, yet again.
Thanks again
May 2, 2025
12:07 PM