Yes, both actions were in 2023.The previous expert's response was the actual fix for the issue. The issue afterwards was my misunderstanding of the Pro Rata rul...
Can't clear and start over, so need to be able to fix it as is.I'm wondering if something happened when forms were automatically pulled in from the provider.
Thank you! On the Income side, I had a non-zero value in "Outstanding Characterizations". Corrected that to 0. Unfortunately, even though Form 8606 is updated, ...
A little more info on the 8606: Line 13 has a value in it but it is not the same as the amount on Line 3. Not sure where the value on Line 13 is coming from.
