AmyC
Employee Tax Expert

Community Basics

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:

  1. Enter the 1099-R
  2. Check I converted it to Roth
  3. Did you convert all? I said yes
  4. Done
  5. Disaster, no
  6. Nondeductible contributions, yes, enter basis on Dec 31, 2024 I entered $xxx
  7. Value on Dec 31, 2025 - I entered zero, as if I had emptied the account
  8. 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:

  1. Delete the form  8606 and 1099-R, see How to Delete  
  2. Log out of your return and try one or more of the following:
    • Don't use Internet Explorer.
    • Clear cache and cookies,
    • Sign in using a different browser.
    • Sign in using a different device.
  3. Log back into your return.
    • Enter the information again. 

Desktop version: 

  1. Delete the form 8606 and 1099-R
  2. Save your return while closing the program.
  3. Update the program
  4. Open
  5. Enter the information again.
     
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