Retirement tax questions

If the IRA had $11,500 in non-deductible contribution in it and you only converted $5,749 then there should still be at least $5,751 in it.  That amount (or more) should be on the Taxable IRA Distribution Worksheet line 4.  

 

 

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**