Hi Champ,
yes. I entered the 1099-R for the conversion and answered yes to the "did you track non-deductible contributions" question? 2 separate help line agents walked me through (or watched me) entering through calculations and decided there was an error, so one of them gave me an investigation ticket number because she said someone reported a similar issue.
What is on the 8606 line 16 & 17?--. both are blank on my 8606 form. line 18 is also blank. TT did tell me I don't have to pay tax for this conversion.
I also checked the IRA worksheet, basis carryover: line 3 is right after the latest update (0), a few weeks ago, it showed an incorrect number. line 36 still shows $0 (conversion contribution not taxable). I overrode it and made it $7000 hoping that it will fix line 13 or 14 in 8606, but it did not. Thanks for the quick reply!
