Get your taxes done using TurboTax

Yes, the error was mine, as I didn't answer the questions about IRAs correctly.  I now see Form 8606 generated when I look through the return.  Only Part II applies to my Roth conversion.

 

My next issue is filing Form 8606 for 2024, when I did another Roth conversion, and the accountant did not include the form.  Thankfully, there is no change to my tax liability, as the full amount was included in my income.