Thanks, @dmertz for letting me know that I need to also include 1099-R for the rollover from 401(K). I need to check with Fidelity why they haven’t provided me that tax form yet. So, based on your response once I have entered 1099-R details for 401(K), TurboTax will guide me to fill Form 8606 and subtract the withdrawn amount (as nontaxable Roth conversion) to be exempted from taxation/penalty.
If I may ask where exactly are you referring to look at line 36 in the IRA information worksheet? I downloaded Form 8606 and I can see Part III what you pointed out but don’t see any line 36.
Appreciate your help.
