Hi Dave:
Thanks a lot! You instructions have drastically improved the result. I'm no longer being taxed for the conversion. Also, Form 8606 is in much better shape. I agree the key is to choose NO for "recharacterization".
However, there is still a small problem with Form 8606:
Line 8 (Enter the net amount you converted from traditional IRAs to Roth IRAs in 2025. Also, enter this amount on line 16) is blank. However, it should have a value.
Line 11 is blank. This is due to Line 8 is blank. It should have a value.
Line 12 is blank. This is correct.
Line 13 has the correct value with an * next to it. This is a bit magic despite the fact that Line 11 is blank. (Line 13 is the sum of lines 11 and 12.)
Hopefully, you can shed some light on this small discrepancy. Thanks.
