You are exactly right - the conversion occurred in 2019 but for amounts for 2018 and 2019. What I am unable to figure out is how to enter these figures into TT so that it does not think I have made an excess contribution. Honestly, this is exactly why we pay to get these issues figured out and I'm afraid TT has fallen short.
My 1099-R has 11500 listed as the distribution so that's what was imported. But it thinks this is for 2019 and anything made between Jan 1, 2020 and April 15, 2020. How do I indicate in TT that only 6000 is for 2019 and 5500 is for 2018. I am unable to figure out where to do this. The 1099-R interview does not make it as obvious as you've indicated.
Can someone help me out with instructions on how to accomplish this? I am using TT Premier CD version
