DawnC
Expert Alumni

Get your taxes done using TurboTax

Yes, those questions are to be expected.   If you did not have a basis or track any IRAs, you won't have an amount on Line 14 Form 8606 from last year, but you should see the form this year.

 

The current guide, at the link you gave above and linked here, has all of the steps to enter the conversion.   Plus, it has those additional steps (to ensure you entered everything correctly) you listed above.   You don't have to do those steps, but you should so you are sure you entered it correctly.    And you are probably viewing older answers in the Community or have one saved, but the most current steps are in the FAQ below.  And you can search for backdoor roth in TurboTax and be directed to the same, current article at any time.  

 

How to enter a Backdoor Roth in TurboTax

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