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Get your taxes done using TurboTax
If those were entered but no Form 8606 Part II was generated, either the IRA/SEP/SIMPLE box was not correctly marked on TurboTax's 1099-R form or TurboTax was not properly told that the distribution was converted to Roth. (Or perhaps the wrong spouse was specified as the recipient in TurboTax, but that would just result in the conversion showing up on the wrong spouse's From 8606.)
‎February 15, 2024
12:11 PM