Retirement tax questions

To clarify, was your value $0 on December 31, 2024? If not then the pro-rata rule applies. This means that with each distribution/ conversion you will have a taxable and nontaxable part. You can check Form 8606 to see the how the taxable amount is calculated. 

No, you shouldn't edit the entry in box 4b. 

Please review How do I enter a backdoor Roth IRA conversion?

If you are still having issues then please provide more details when you made the contribution and the conversion.

Also, you can send us a “diagnostic” file that has your “numbers” but not your personal information. If you would like to do this, here are the instructions for TurboTax Online: 

1. From the left menu select Tax Tools. 
2. Then select Tools below Tax Tools. 
3. A window will pop up which says Tools Center.  
4. On this screen, select Share my file with Agent. 
5. You will see a message explaining what the diagnostic copy is. Click okay through this screen and then you will get a Token number. 
6. Reply to this thread with your Token number and add @DanaB27 . This will allow us to open a copy of your return without seeing any personal information.  

The instructions for TurboTax Download: 

1. On your menu bar at the very top, click "Online"
2. Select "Send Tax File to Agent"  
3. Click "Send"
4. The pop-up will have a token number
5. Reply to this thread with your Token number and add @DanaB27 . This will allow us to open a copy of your return without seeing any personal information.  

We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution.

@khaitran24