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Thanks, Alan. I actually did include such an explanatory statement, but either Turbotax or I linked it to line 4a, whereas it seems to me that it should’ve been linked to line 32.
Hopefully this won’t all lead to another CP2000. I’ve had a couple of those before, and they both had to do with IRA contributions (and maybe some rechracterizations) as I recall. In both instances, I convinced IRS that I’d done things correctly. I like to think that those unproductive forays reduces the chances that they’ll question me again, but I don’t know if it works that way.
Being well over 59.5yo, I don’t think I care about Roth IRA basis anymore. So I’ll just delete the form.