@dmertz Thank you again for the help! It seems where TT is adding it to my basis incorrectly is when I input my employer rollover (using Easy Guide to determine my basis which asks if I transferred money from a previous employer retirement account). If I choose "YES" and input the amount, it adds to my basis (which it shouldn't). Is a 401(k) rollover to an IRA actually NOT a transfer? TT does not seem to specify that it should have come from an IRA specifically, only a previous employer retirement account (i.e. "marf713 transferred money from an employers retirement plan to an IRA in 2017 or previous year"). Selecting "YES" it then asks for my "Net Rollover Basis from Employer Retirement Plans" and here is where the 401(k) rollover amount changes my refund amount.
Should I say that I did transfer but say the net rollover basis is $0 since it came from a 401(k)? Since 2016 is the year in which I started using an IRA, I'm assuming my basis for 2016+2017 should be $11,000 (I maxed both years)?
