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macuser_22 · ‎December 19, 2021

@RC519 wrote:

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.

You seem to have ignored my prior post with the 8606 rules.

I suggest that you amend 2020 - delete the 1099-R all together and re-enter saying that you converted the money.

That should produce a 1040 with the amount on 4a ans 4b and a 8606 with lines 16 & 18.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**