OK, so I found my error. In reading the instructions for basis, I assumed TT was adding in the basis for this years contribution, since you enter that earlier o...
Thanks. I followed all these steps correctly. I make sure my traditional is always $0 at year end. (I've also amended my 2019 in TT to include the 8606 that was...
On your Step 9 of the 1099r portion, "I did a combination..." I only get taken to a screen telling me to go back and split the entries so they equal the full am...
Thanks. I had figured I needed to amend the 2019 return to add the 8606 and your instructions were helpful in doing that. But, even splitting the 1099r into two...
I understand that I need to include the 8606, the amount is 14,005. (it made a few dollars prior to conversion to the Roth a week later), but within TT it has b...