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No, the form needs to be correct. I just created a whole new return and added the 1099-R and went through every one of the questions asking about IRA's. You input the basis on one screen. Another screen asks for the value at the end of the year, I used zero for that claiming I had rolled it all over. I am having no issue. Here is what I did:
- Enter the 1099-R
- Check I converted it to Roth
- Did you convert all? I said yes
- Done
- Disaster, no
- Nondeductible contributions, yes, enter basis on Dec 31, 2024 I entered $xxx
- Value on Dec 31, 2025 - I entered zero, as if I had emptied the account
- Form is perfect.
I can't see what you are doing but customer support can. You may want to give it one more go and then contact support.
I wonder if you could have a piece of data stuck. A full or corrupted cache can cause problems in TurboTax, sometimes you need to clear your cache (that is, remove these temporary files).
Online version:
- Delete the form 8606 and 1099-R, see How to Delete
- Log out of your return and try one or more of the following:
- Log back into your return.
- Enter the information again.
Desktop version:
- Delete the form 8606 and 1099-R
- Save your return while closing the program.
- Update the program
- Open
- Enter the information again.
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‎February 25, 2026
3:59 PM