Good morning PKCPAMST,

I may be okay as is AND I know that I'm closer than I've been able to attain prior to your assistance, for which I am extremely grateful for.

On my copy of Form 8606 after following your step by step advice, I thought that Line 8, 16, and 17, would read $14,000. $7,000 for 2019 conversion and $7,000 for 2020 conversion that also took place in 2020. However, box 8 only reads $7,000.

Is this correct or did I leave something out or possibly not frame my question correctly? I know I'm either there or very close. This may be my last year in business (I'm 80) and I don't want to leave an issue unresolved for whomever handles this client next year.

Awaiting your generous advice,

lovetaxes