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My IRA to Roth IRA conversion had non-taxable amounts, but the 1099R form said undetermined and put the whole amount. Where do I adjust?
I had a small amount of non-deductable traditional IRAs. Is that total deducted from the tax I owe for converting my IRA to a Roth. If so, can I change the amount taxable on your form? The 1099R was filled in by Vanguard with the total conversion (or is it considered a roll over?), but they also marked the tax undetermined box. Where is the Form 8606 in turbo tax premier?
Also does the transfer of money in a prior year from a deferred plan change anything?
Thank you.
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‎June 4, 2019
10:26 PM