Hi DanaB27,
I did all those steps that you mentioned. I even spent an hour on the phone with TurboTax live help, and two experts could not figure out how to fix this. They gave me the same steps you did too.
To clarify, the $4,500 excess removal that gave me 1099R-C was actually for a $3,000 Roth IRA contribution and $1,500 earnings on it.
Two other questions:
For the question "Tell Us the Value of All Your Traditional IRA Accounts", I should put $0, right? Because as of December 31, 2021, I had already converted everything to Roth IRAs, so they were empty. What's confusing is when it says "Include any IRA distributions you made in 2020. The amount you enter must be at least the amount of your distributions." How could the ending balance amount of my traditional IRAs be equal to at least my distributions when there are $0 in the account? Yesterday the TurboTax experts had me try putting $12,000 to fix my issue, and it did nothing.
And for the question "Select any of the following years that you converted a traditional IRA to a Roth IRA." should I select 2020, because the conversion I made was for the 2020 Roth contribution, or should I select None of the above (implying 2021) because the conversion itself was made in 2021?
