MarilynG1
Expert Alumni

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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