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I just went directly to Form 1040 & placed $3600 on line 15b, because answering the questions did not work for me--didn't understand all the seemingly double-talk.

I'm not a big fan of interview mode since, as you note, both the user and the programmers must be speaking the same language and interpreting things the same.

You need to be careful in forms mode. It's rarely a good idea to enter something directly on the 1040. Most lines are fed by something buried in the program and stored for use whenever it's needed. For example, the Roth conversion. TaxAct is looking for that information associated with a 1099-R, not line 15 of the 1040. If it has the information from the 1099-R and the questions asked on that input screen, it'll get everything where it belongs, including the 8606.

Rule Your Retirement Home Fool
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