Thank you for the info! I deleted the 1099Rs, IRA Contrib Wks. and IRA Info Wks and re-entered the 1099Rs. Plus went through the IRA section and responded to questions regarding contributions, etc. I didn’t enter anything directly on any forms.
That fixed the problem on Form 8606 (yes it’s $0), but the numbers on the IRA worksheet for lines 6 and 51 did not change. Line 8 is the same as Line 6. These numbers still include the original 401k contributions and that same money again (less some loss in share price) when it was rolled over to a Roth IRA.
It shows Line 6 is the sum of Lines 23, 33, and 34. Line 34 shows the $1508 coming from 1099R Summary, line 26c. The info for line 26c says "This is the amount rolled over from a designated Roth account (Roth 401(k) or Roth (403(b)). For the taxpayer, this is the amount in Box 5 on the Form 1099-R Worksheet for a distribution entered with either code "B" with rollover into a Roth IRA checked, or a code "H", on the Form 1099-R Worksheet.” My son's 1099R shows code H.
Line 6 is from Line 51. Line 51 is from: In the Taxpayer column, the amount on line 23 as adjusted on lines 61 and 73 plus the amount on lines 33, 34 and 37, minus the amount on line 38
Wondering how to fix these numbers. Lines 23 and 34 are the same money (less some loss in share price). Should one of these be deleted? Should I use override? Should I ignore the errors because they won’t matter in the long run? Any suggestions would be greatly appreciated.
