Thanks!
I checked with my brokerage firm and they confirmed that box 2a - 7K is correct as they don't know if it was moved to Roth or NOT. They say, this is the reason, the "Taxable Amount Not determined" box is checked so that Turbo tax asks questions to determine if that amount is taxable or not. And, since I had converted that to Roth IRA (and the deposit to IRA was with After Tax money), this should be coming as taxable amount.
I need help with proper steps in TurboTax to report the Deposit to IRA and then converting to Roth between Jan & April 15, 2020 for the Tax year 2019.
As I have read in other replies, TurboTax 2019 (Premier) should ask questions and generate a 8606 form for to record the Deposit to IRA in Jan 2020 and then converting to Roth prior to April 15, 2020 for the Tax year 2019.
Please help.
