Get your taxes done using TurboTax

Thanks for the tip. I gave a try on No.2 "did a combination of rolling over, converting, ..." but it did not work as expected.

 

After pick that option, I picked "did not make or track nondeductible contributions to xx's IRA". Then it asked me about "total value of all xx's traditional IRA SEP SIMPLE IRA accounts on 12/31/2020. This information is sent by mail on Form 5498". First, I don't have form 5498. Second, Any value entered here (other than 0) resulted in tax increase, which was against the intent of Roth IRA conversion.

 

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