@DanaB27
Thanks for the response. The Roth conversion was made from a Self Employed 401K, not an IRA (sorry, about the error in the original post) so per your post the box for IRA/SEP/Simple would be (and is) unchecked. Therefore, no form 8606, do I understand correctly? And, no other entry other than the uploaded 1099-R needs to be made for the conversion?
