Thank you AnnetteB6, this was very helpful, and I stepped through the process as you described!
One follow-up that would help me and the community, if I could... You mentioned to enter the whole basis for the Roth account instead of just enough to cover the distribution that I received. For 2023 tax filing - Is this basis figure to enter for the End of 2022 (start of 2023) before the withdrawl took place, or is this basis at the end of tax year 2023 AFTER the withdrawl took place (so it would be the balance of basis remaining after the withdrawl)? I have records for either, I just want to check if I should take my end of 2023 remaining basis and add the amount of the withdrawl to that (there was more than enough contributions in the account to cover this withdrawl). It seems that amount entered greatly changes the tax calculation. Thank you!
