rbynaker1
Level 1

It's a 2-step process.  You have to enter the non-deductible Traditional IRA contribution, then you enter the conversion.

ProSeries scatters this stuff all over.  Things to look for:

- Sch 1 should be a good starting point to zoom down to the Trad IRA contribution.  You may also need to find a box for the FMV of IRAs on 12/31/24 and enter 0.  Double check your IRA Info Wks fields to make sure there aren't any bad entries there (if you've been playing with this for a while you might have tried putting things in various boxes, I know I would!)

- On the 1099-R I think you scroll down a bit to find some checkboxes for Roth Conversion.

Beyond that, everything should flow.

I don't have a computer in front of me so I didn't check your line # references (just trying to help from my phone while on vacation!)

Rick