Thank you again.
Based on your guidance, I want through the steps to re-establish the basis (most toggles and amounts were already checked). However, the interview asked for the total value of IRAs as of 12/31 from Form 5498. Since those forms won't be available for months, I used statement values on 12/31/23.
After entering the figures, I rechecked the IRA Information Worksheet and the carryover basis is now correct.
