Traditional IRA to Roth Conversion Rollover Turbo Tax steps

[macuser_22]

If you did not deduct the 2018 contribution then in order to claim it as non deductible you need to file a 2018 8606 showing it as non-deductible.   That would also require that you file amended 8606's for any following years that you filed 8606 form for since the line 2 & 14 carry forward amounts will be different.

[OzzieX20]

Yes macuser_22, that is exactly my plan.

Many thanks for all the quick responses. You have been great. We do truly appreciate it!

Happy Easter,

Ozzie