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Get your taxes done using TurboTax
So my missing 8606 is really not a problem because I have no basis. My 1040-sr line 4a is blank but should be same as 4b since I converted the entire distribution.
Moving fwd, TT generated forms .. 1)1099-r additional distr info which had no check in B5 to indicate entire distr was converted. [BTW- once I did check (form mode) 8606 was added, 1040 4a,4b agree]
2) IRA additional info W/S .. did not include 2020 conversion until checking aforementioned B5.
When I start my 2021 return, how can I ensure TT starts with my modified 2020 file vs what I filed ?
Appreciate that insight, thanks.
‎December 19, 2021
1:52 PM