dmertz
Level 15

Retirement tax questions

You cannot manually edit From 8606.  Given the vagueness of the timing of these transactions, it's not clear how much basis was carried into 2016 to appear on 2016 Form 8606 line 2, but it seems that it should be either $0 or $5,500 and would be applied to any Roth conversion you did in 2016.

To provided a detailed answer, details are needed as to the year *for* which each nondeductible contribution was made, the year *in* which each contribution was made, the amount of the contribution, the amount and year *in* which each Roth conversion was performed.  Without that, I can only say that line 14 of your 2016 Form 8606 should show $5,500 to be carried forward to line 2 of your 2017 Form 8606 to be applied to the Roth conversion you have already performed in 2017.