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Retirement tax questions
You can enter the Roth Conversion in your 2021 return, you don't need to Amend your 2020 return. You would have a Basis on Form 8606 for Traditional IRA of 6K as of 12/31/20 and a basis as of 12/31/21 of $0, with a Roth Basis of 6K.
The screenshots you posted are both correct at $0.
Follow the steps as outlined in How to Enter a Back-Door Roth Conversion, or as outlined by @FangxiaL above. You enter your 1099-R first, then indicate the conversion in the follow-up questions.
Click this link for more info on Roth Conversions.
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March 25, 2022
1:01 PM