Hello macuser_22,
After reading yours and dmertz responses, I started again and performed some other iterations. I am not doing this two separate 1099-Rs anymore that I mentioned on my response as TT is treating everything as conversion. For your recommendations under Trad IRA and Roth IRA, I only checked the Traditional IRA box, and checking both was getting me into situations where I was told that we owe money for excess contributions. Any thoughts?
Nonetheless, I was able to show 8606 for my wife with lines 16, 17, and 18 of 19.5K, 12K, and 7.5K respectively.
Let me ask what would be the expectations for 1040 4a and 4b lines?
Once again, for myself I made two backdoors myself of 7K in April 2021 for 2020, and 2K in December 2021 for 2021.
For my wife, the trad IRA to Roth conversion between two institutions of 7.5 in March 2021, and then two backdoors of 7K in April 2021 for 2020, and 5K in December 2021 for 2021.
Many thanks!
Ozzie
