The client converted 10K from Traditional IRA to Roth. The basis is 10K. He simply had little income in 2024, so felt it was a good year to pay taxes on the 10K conversion.

I tried code B and code H, and several of the many boxes, and did get the correct result which I knew was needed. So I guess I'll keep it like that.

But do I check the box for IRA/SEP/Simple (Nope, it glowed red); so I checked the Roth box, even thought the money came from an IRA.