This is the same subject as your original topic here, right?

https://accountants.intuit.com/community/proseries-tax-discussions/discussion/client-converted-tradi...

Same taxpayer? Because we asked for some confirmation, if this was SEP, SIMPLE IRA, employer plan, or did you confirm it was from a Traditional IRA? And for the to account, was the Roth IRA, or Roth 401(k) or?

The G identifier indicates plan and not Account. That means there is a retirement Plan, such as under an employer or self-employed (SEP) and there will be plan documents. Not just accounts. Trad IRA and Roth IRA are individual (nonemployer plan) accounts.

"The 5498 shows  "2023 IRA Contribution Information"  "

That's helpful. I am the one that mentioned getting the 5498.

A contribution is separate from any conversion, so you have two events, apparently.

"the  Roth conversion amount & a normal Roth contribution for 2023."

Exactly.

If something is coded G as nontaxable, you might discover this was from/to a Roth 401(k) or "designated" Roth.

Has your taxpayer been able to learn more about their own retirement participation from their plan administrator?

"I cannot find a worksheet that shows 2023 conversion amount where I can put in the amount converted that will flow to the 8606 Part 2."

Maybe it doesn't have to.