Retirement tax questions

I suggest deleting the 1099-R and re-enter.   When it asks, say ypu "moved" the money, then choose "a combination"  of things and enter the amount of the conversion in the conversion box.

 

Be sure the IRA box is checked on your 1099-R.

**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.**