I'm running into issues when I attempt to enter the information for me and my wife's Roth conversion in TurboTax Desktop 2025.
I first go to Deductions & Credits > Retirement and Investments > Traditional and Roth IRA Contributions. There I enter traditional IRA contributions for each of us for 2025 ($7,000) and answer the questions that follow, answering "yes" to "Did you have any nondeductible IRA contributions to your traditional IRA from 2024 or prior years?" (total basis of $0 on Dec 31, 2024). Only for my spouse's IRA does it ask if I'd like to make all or part of her deductible IRA contributions nondeductible. I answer $7,000 as the contributions that she elects to make non-deductible.
I then go to Personal Income > Retirement Plans and Social Security > IRA, 401(k), Pension Withdrawals (1099-R), enter our 1099-R information, and indicate that all of Box 1 was rolled to another traditional IRA or retirement account.
When I check the forms, I see that Line 14 of Form 8606-T (mine) and 8606-S (my spouse's) show's $7,000 and not $0 for the basis. What gives?
