PNY61
Returning Member

Retirement tax questions

Thank you!  On the Income side, I had a non-zero value in "Outstanding Characterizations".  Corrected that to 0. Unfortunately, even though Form 8606 is updated, Lines 13 and 14 are still not the same.

I already checked with Fidelity.  They indicated I have everything I need.  Of course, they can't provide tax advice, but as far as data goes, it should work out.  I watched a couple Youtube videos of folks stepping through this process and I can't tell what I'm doing wrong. 

At this point, I'm tempted to do a "Clear & Start Over".