Follow-up question: As I previously stated, when I entered the 1099-R for the Traditional IRA taxed basis rollover into the Roth IRA, everything looked OK. But looking further, I see a potential problem with this part as well. When I review my finalized tax forms, on the 8606 there are no entries for lines 5 thru 13, and no entries for Part II lines 16-18. It seems that the Roth rollover should have populated these lines. I do realize that these would not generate any taxable amount, but I have a concern that having these blank could trigger some issue for future years regarding tracking the basis which is now zero. I believe that I can just force a zero in the tracked basis next year if that is an acceptable practice.
Thank you.
