@dmertz Thank you very much. That's true, that's why I just received1099-Rs for my 2018 tax year conversion in 2/2020, since the conversion was done in 1/2019.
I will make sure to correct my entry from step 11 in my previous reply.
Do rest of my steps look OK? And for reporting the 1099-Rs under Income&Expense section, should I be reporting the 1099-R for Roth IRA or Traditional IRA, or both? It appears that the Roth IRA 1099 has code "R" or "N" depending on the corresponding tax year and Traditional IRA 1099 has code "2."
Thanks again, @dmertz
