OK, I think I'll go back and re-do these transactions in TT.
Follow-on Question: for the backdoor Roth IRA conversion, I've basically taken the after-tax contributions that I made to my 401K, excluding any appreciation, and moved that into a Roth IRA. I am not expecting this conversion to generate any taxable income. If I enter this correctly in TT, should I expect TT to generate an 8606 Form, or would that form not be required for this type of transaction? Thanks!
