Retirement tax questions

Thank you or your quick reply.

 

In your example  you enter the $7000 (the rollover and restoration) in one query after it says to enter the exact amount from the 1099R  line 1 which would be $10,000.

 

In the following query you enter $3000 (the conversion) after it again says to enter the exact amount from the 1099R.

 

Don't understand. Looks like your are taking numbers from two fictitious 1099Rs although i agree it works properly in the end on the 1040.

 

Haven't tried this with my case but I will.