After entering the Forms 1099-R:
- Click the continue button on the Your 1099-R Entries page.
- Answer "Yes, I made and tracked nondeductible contributions to my IRA."
- Click the EasyGuide button on the Let's Find Your IRA Basis page.
- Continue, then mark the box labeled "I transferred money from an employer's retirement plan to an IRA in 2016 or a previous year" and continue.
- Enter the amount of after-tax money rolled over from the 401(k) (the amount shown in box 5 of the Form 1099-R from the 401(k)).
- Provide an explanation for this adjustment to your traditional IRA basis, i.e., that this was after-tax money rolled over from your 401(k).
- Continue through the other pages and finally enter the December 31, 2016 total value of your traditional IRAs, if you had any traditional IRAs on that date. (If you eventually decide to recharacterize any of this Roth conversion, you'll also enter that amount on this page.)
