Hi,
Thank you so much for the quick reply @DanaB27 .
I believe I have done those steps you suggested. However, I made a follow-up post, but I believe it was just as you were replying. Your suggestion notes that those are the steps I should follow if the contribution and conversion were made in 2022. For spouse, the contribution and conversion were made in 2022, but the contribution made in 2022 was for the 2021 tax year. To clarify, spouse made 2021 tax year contribution to traditional IRA and immediately converted to Roth IRA in March 2022. That generated a 1099-R. Spouse also will be making a 2022 tax year contribution to traditional IRA (and immediate conversion to Roth) in the upcoming days prior to 4/18/23). Our income dictates that it is not deductible, so we don't get the option to select it as non-deductible, TT just automatically seems to do that, but it does show $0 deductions, which seems correct. The problem seems to be on the income portion where it is treating spouse's 2021 contribution/conversion as income. I don't know what I am entering incorrectly. I have tried various combinations that each seem possible correct (and even some that seem wrong just to see if it changed anything even though I didn't intend to file it that way). Regardless, it always seems to treat the spouse TY2021 contribution/conversion from the corresponding 1099-R as income on line 4b.
Thanks again
