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Get your taxes done using TurboTax
The added steps that were not in there before for the IRA 1099R steps was the questions regarding whether it was rolled over, recharacterized, or converted. And then the Basis calculation questions and Account values on Dec 31st, 2020. This populated the correct boxes on the form 8606 and then it is now accepted. This was for a non-deductable Traditional to Roth IRA conversion backdoor.
March 4, 2021
4:06 PM