@MarilynG1 that thread did not work for me. In my scenario I put the maximum of $6k nondeductible contribution’s to traditional IRA and then converted to Roth IRA for both 2021 and 2022 in January of 2022. I also did this again in January of 2023 and converted to Roth for the 2023 calendar year. When I got my 1099-R it showed roughly $23k for boxes 1 and 2a, box 2b has both boxes checked and box 7 had code 2.
so the first step in that other thread I responded with $6k because that’s what I contributed for 2022. But my 1099-R reflects and entirely different value given the contributions I made for 2021, 2022 and 2023 (plus gains??). So step 2 doesn’t match the $6k contributions from step 1 and I’m getting poor results from TurboTax because of it.
