Client received Forms 1099-R, converting 2019 and 2020 non-deductible IRAs to Roth IRAs. My problem is to get the Lacerte software to properly report this event on Form 8606. I believe I need to get the $7,000 for each year, both converted in 2020, to populate Line 8 and also Line 16 and 17.

The client doesn't have any previous Roth IRA's or any remaining Traditional IRAs.

Any assistance will certainly help me sleep better tonight. Many thanks in advance. I've come to depend on the Community for answers. Unfortunately, Lacerte's reps that answer the telephone do not have answers and can take up to 1-2 hours attempting to find someone within Lacerte to respond. Very nice people but not as technically savvy as in past years.