George - first, much thanks for the step by step guide!! However, when I work my way through the additional screens (incl questions for my wife) (Step 1, #7) it says we do not qualify for any contributions to be nondeductible (i have an employer retirement plan and total income too high), so.... itdoes not present a screen with the option "Choose Not to Deduct IRA Contributions. Select Yes, make part of my IRA contribution nondeductible and Continue." It just closes out the IRA section entirely. Am I at a dead end at this point?
If I skip to checking my results, Line 4a shows has the total of the two 1099-r's specific to this move (amount sent to my 401k and another for amount converted into the Roth I have). Line 4b indicates "Rollover" and shows zero as the taxable amount. On Schedule 1, Line 20, IRA Deduction, it is blank as you indicate it should be.
Anything else I need to do or correct?
