Retirement tax questions

@AnnetteB 

 

I have Turbotax 2020 desktop.

 

After selecting the answer I moved the money to another retirement account. for step 5, the two choices are

 

rolled over all this money.
did a combination of rolling over, converting, or cashing out the money.

 

The choice you described, I converted all of this money to a Roth IRA account, does not exist. I assume "rolled over all this money" is the equivalent in this years Turbotax software. So I selected that and continued.

 

However after finishing the question and answers for this section, I checked the 8606 form. Unfortunately to my dismay none of Part II lines were filled in at all.

 

As I understand, Part II item 16, 17 and 18 of form 8606 are used to report the Roth conversion part to IRS. These lines shouldn't be blank, especially line 16 and 17.

 

To be clear, Part I line 1, 2, 3, 14 were correctly showing the traditional to roth conversion amounts. But line 8 didn't show the amount, which also appears to be incorrect.

 

Please let me know how I can fix the issue.