Really appreciate your help Dana! I did not do my 2019 taxes with Turbotax and for 2020 I am using the online version. Is it still possible to get 2020 correct.
I am trying to follow the steps here but for 2020 I do not see the steps you described. Let's say I have 5000 for 2019 and 6000 for 2020. My understanding is your 2019 and 2020 steps are for contribution. 1099 R is for conversion.
So where else do I enter the 5000 and 6000 in 1099 R steps? after I added the 2nd 1099R my refund drops which does not seem right.
To enter the 1099-R distribution/conversion:
9. Answer the questions about the basis and value of the traditional IRA. - I entered basis 56 which was a carryover from previous years and value 0
