@dmertz , thank you so much for the quick response. I have never did an amendment before so please pardon my ignorance. What you described can all be done on turbo tax (desktop) itself? Then simply e-file it or mail it?
Also, for my spouse, we contributed $6000 to her tIRA in December 2021 for year 2021 and then converted $6000 to rothIRA in Jan 2022. Then contributed another $6000 to her tIRA in Jan 2022 then converted that as well to rothIRA in Jan 2022. Her form also looks similar to me (1, 3, 14 fields have $6000) and no Part II filled. This is ok and nothing needs to be done since the conversion happened only in 2022 and we will carefully report this when we file taxes in April 2023? Does that sound correct?
