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Get your taxes done using TurboTax
@Opus 17 -- For 2022, When you say "reported in a way that did not generate a form 8606," are you able to clarify? Are you specifically talking about line 8 (Amount converted from traditional to roth) being blank? I guess now i'm wondering why this is blank for 2021 as well...
Yes, I used turbotax desktop, and still have the file saved. I can try to reinstall 2022 version and open it to look back at the prompts (to see how i answered). Since 1040 4a says 12,000 and b (taxable amount) says Rollover, is it possible I chose an option for rollover instead of conversion?
‎February 15, 2024
5:02 AM