dmertz
Level 15

Retirement tax questions

In the first reply, macuser_22 meant to say line 8, not line 7.  Line 7 is for IRA distributions that are not converted to Roth, but keep in mind macuser_22's second reply that indicates that there is a good chance that TurboTax will use the worksheet to do the calculation rather than lines 6 through 12 of Form 8606.