Get your taxes done using TurboTax

For my spouse...

For 2021, we created a Roth IRA ACCOUNT at Fidelity in 2021 with $0.  In Feb2022 we moved $7,000 to her Traditional IRA (for 2021) and then converted it to her ROTH IRA in Feb2022 (for 2021). 

 

For 2022, right after the first $7,000, we moved another $7,000 to her Traditional IRA (for 2022) and we are waiting for that $7,000 to clear before we convert it to her Roth IRA (for 2022).

 

I'm hoping that

1040 Line 4a will have $14,000 ($7k for me, $7k for her)

1040 Line 4b will have $0 (Taxable Amount)

8606-T for me seems fine, Line 16=17 both have $7k, Line 18 has $0.  Looks fine.  (My $7k conversion happened in 2021.

8606-S (Spouse) does not look fine.  It has $7k as a taxable amount.  If I make it look like my Roth IRA conversion (make it look like the conversion took place in 2021 rather than 2022 like it actually happened) then I can make it work, but this does not seem right.  I'm wondering how I can answer these questions accurately (2022 conversion for 2021 taxes) in TurboTax and have it come out correctly on ,y 1040 and 8606-S forms?