DanaB27
Expert Alumni

Retirement tax questions

Yes, please review the instructions. After you enter the Form 1099-R you need to indicate in the follow-up questions that this was a conversion.  Also make sure that your Form 1099-R entry has the IRA/SEP/SIMPLE box checked.

 

Your lines 1, 2, and 3 entries on Form 8606 seems to be correct.

 

@juliebauml84 

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