"Her investment company" is referring to the company her 401K is held in? Yes!

Yes, I've shown the IRA basis in Screen 24

There were two transactions during 2021.

1. She rolled over $100k from her 401K to a Rollover IRA with an investment firm. She is retired and completed this transaction in Aug 2021

2. She did a $20K rollover from her qualified retirement plan (401K) to ROTH IRA. She had her investment company transfer $20K from her 401K to her ROTH IRA and she will pay taxes on the $20K. This transaction was completed in Dec 2021. Trying to report this transaction correctly on the tax return.  

I've contacted Lacerte help desk and I keep getting conflicting information and thought I would post here to get the correct answer.