Hi @DanaB27 , I must've made a mistake answering the questions when I imported my 1099-R forms. I re-imported the forms and this is what I have for my form 8606 now: Line1 7000 Line2 7000 Line3...
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Hi @DanaB27 , I must've made a mistake answering the questions when I imported my 1099-R forms. I re-imported the forms and this is what I have for my form 8606 now: Line1 7000 Line2 7000 Line3 14000 Line5 14000 Line10 x Line13 13999 * Line14 1 Line15a 0 Line15c 0 * Line16 17626 Line17 13999 Line18 3628 1. Form 8606 looks correct now as far as I can tell. Line 6 is blank, but line 14 I think captures the $1 I left in the traditional IRA at the end of 2025. Does this look correct to you? I'm guessing there was some rounding done in the calculations, which is why turbotax ended up with $13,999 instead of $14,000 for lines 13 and 17. 2. When I was entering my traditional IRA 1099-R I encountered the question below and selected "yes." Is "yes" the correct answer, even though I left 0.66cents in the traditional IRA? Technically I believe I converted all of it, and the 0.66cent was leftover from interest, which is why I selected "yes"