@fanfare
The following pertains to Form 8606 in the the revised version of my return:
Part I
None of the lines have entries. This is obviously not correct as lines 2, 6,7 and 8 should should have entries in order for the calculations in the ensuing lines to be carried out. On the as-filed return, line 2 had the correct amount. It was available from the 2021 Form 8606.
The required line 6 amount is available from Traditional IRA Form 5498.
The required line 7 amount is available from Roth IRA Form 5498.
The required line 8 amount is available from From 1099-R.
Part II:
Line 16 contains the entire amount of the traditional IRA distribution. This is not correct as it should only contain the amount of the distribution that was converted to the Roth IRA.
Line 17 is zero. It should contain the amount from Part I, line 11, but since Part I was not completed the zero entry is erroneous.
Line 18 is the same as line 16.
Part III is blank, as it should be.
I granted access to Turbotax for all of my tax information from my financial institution as part of the process but I'm now wondering if something is missing. Is there a listing, accessible by me, in my Turbotax account for the tax documents obtained by Turbotax?
