OaklandWoodTax
Returning Member

Get your taxes done using TurboTax

Thanks for your response.

 

I do see form 8606 was properly completed and included in my 2019 return.  It properly records the full contributions my wife and I separately made to our own Traditional IRAs.

 

Maybe the issue is with the 2020 non-deductible contributions?  I deleted the 1099-R's, and then entered the 2020 contributions before entering the 1099-R distributions / conversion, but still am generating a tax liability.