Skylane
Level 11
Level 11

@Jim-from-Ohio provided these instructions last month

here is how I do it and it works great for me

1. Enter the traditional IRA contribution on the IRA worksheet

2. If then flows naturally to form 8606

3. Enter 1099-R Worksheet, make sure IRA box is checked

4. Scroll down to B-5, check that box that rolled over to Roth

The End

If at first you don’t succeed…..find a workaround