@dmertz Right, so for my situation the one "for determining the taxable amount of your traditional IRA distribution on the Traditional IRA Distribution Worksheet and should be recorded on TurboTax's IRA Information Worksheet" is the one that is relevant, and it appears that even though I am entering the value correctly it is not reflecting on the Worksheet or on Form 8606, and thus the pro-rata rule isn't getting applied. It means I am not being taxed appropriately for my backdoor conversion of Traditional IRA to Roth IRA which is what I am concerned about. All the information you have provided is helpful and seems accurate, but the issue still remains that TurboTax is not using the value of my IRA as of the year end correctly.
