@qbteachmtThank you for your detailed/clear response!

I requested form 5498 from the client for both years, but wouldn't the 2021 5498 be unavailable until after the deadline for contributing (i.e 4/18/22)? As you pointed out, it does appear that the client made a $6,000 contribution for tax year 2021 and 2022. Assuming that is the case, how do I go about inputting correctly the basis correctly for the 1099-R so that he does not have taxable income?

As of now, I put $6,000 under "IRA basis for 2020 and earlier years" and $6,000 in the field "2021 nondeductible contribution (-1=none)"

This seems to flow through correctly, as there is no taxable amount for the Roth conversion.

Again, thanks in advance for your insight. Very much appreciated!

Thank you!