Thanks for the reply @DanaB27.
- I had entered the individual 1099-Rs correctly.
- I was confused because I hadn't realized that the questions from your Step 10 and beyond applied to both of the 1099-Rs I had entered, one for IRA #1, a traditional IRA and one for IRA #2, a rollover IRA.
- I was also confused by the wording on some of these Step 10 and beyond panels, which refer to "traditional IRA" in the singular (not always the total of all IRAs).
- It also never mentions "Rollover IRA" so I had not included the 2021 year end value of IRA #2, the Rollover IRA. I guess that's really an IRS wording issue, since line 6 of Form 8606 also leaves out "Rollover IRAs," but apparently they need to be included in line 6.
- Once I included the 2021 year end value IRA #2, the Rollover IRA, Turbotax appears to correctly spread the IRA basis from IRA #1 across both IRAs and both years (2021 and future carryover).
Since the numbers seem to now come out now as I'd expect, I guess I need to just forget about the confusing wording.
Thank you very much for your help!
