May I ask on how to handle a Roth conversion of an amount spanning non-deductible contributions across 2 years?
Specifically, my wife made non-deductible contributions up to the limit to a traditional IRA in 2023 and 2024, but only converted them both to a Roth in 2024, resulting in a single 1099R distribution of both sums.
I now cannot get TurboTax to recognize this converted amount as non-taxable, whereas it recognizes mine as a non-taxable conversion just fine (same year contribution/conversions).
Thanks,
N
