RV5
Level 2

Get your taxes done using TurboTax

First, thank you, @macuser_22, for the detailed reply.

 

The problem is that the form 8606 doesn't get produced. I went through the entire flow a couple of times in exactly the manner you describe, including marking the withdrawal for a Roth conversion.

 

I have also provided the basis for my traditional IRA and the year end value. I don't have SIMPLE or SEP accounts, and have only one traditional IRA account.