I have a similar question with a twist. I didn't recharacterize anything. I made a non-deductible IRA contribution a few years ago. In 2020, I attempted to do a backdoor Roth and converted the non-deductible IRA to a Roth IRA. However, I still have other deductible IRA's. I got a 1099 for the Roth conversion and filled out the questions in the wages section, but when I went into the Deductions section and started filling out the Retirement section for IRA's and Roths, I entered my non-deductible amount, but it never asked me for my deductible contributions for existing IRA's. To make it worse, the software said I owed for an excess contribution. I thought that I made the conversion correctly and only had to figure out the percentage of my IRA's that are taxable and pay that percentage of my conversion amount.
Are there steps to follow in the online Premier version for this.
