Something doesn't sound right. If you did the conversion on 1/3/23, why did you get a 1099-R for 2022? I'm thinking the conversion/distribution would go on your...
@AnnetteB6Well thank you very much for the explanation. I was not aware of this at all, unfortunately.And yes, it doesn't change anything using the 7 code for b...
I think I'm following these instructions as closely as possible, but it's still treating my distributions as mostly taxable. However, I noticed that it seems to...
Right, that all makes sense. I've been using TurboTax since the 1990s so I would have been pretty familiar with it by 2010. I think it would have to have been s...
Yes, I see what happened there and I see that there was no total balance entered on line 6. It's too far back to remember why that happened. I remember doing th...
