dmertz
Level 15

Retirement tax questions

TurboTax automatically prepares Form 8606 Parts I and II to determine the taxable amount of the Roth conversion after you enter the Form 1099-R, answer the immediate follow-up questions, then click the Continue button on the Your 1099-R Entries page and answer the additional questions regarding your basis in nondeductible traditional IRA contributions and your year-end balance in traditional IRAs.