Hello, I apologize that I don't quite understand -
I double-checked that I entered the 1099R for the conversion of Rollover IRA to Roth for $20,000 - box 1 = $20,000 (partial conversion); box 2a = $20,000; box 2b not checked; box 7 = "7" (normal distribution as I am over 59 1/2); IRA/SEP/SIMPLE box checked (since this would be an IRA distribution to Roth.). And TurboTax did not generate the form 8606.
I thought for TurboTax input, I only needed to enter the 1099R. I was told in earlier comments from other members that I only needed to enter the 1099R in the "retirement" sections. Are there other section in TurboTax that I need to make additional entries (such in the "deductions and credit" section)?
