qbteachmt
Level 15

You fill in the info from the 1099-R. Then, you use the Form 8606 for the details that apply.

And this cannot exist: "Retired couple in their late 70's, made a $40K Roth IRA conversion from Traditional IRA."

There is One Account Owner. That is who you are working on for this task. That one person: taxpayer or spouse.

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