@Publius-of-Maryland wrote:
My lines 16-18 in form 8606 were also blank for 2020. Here is how I fixed it when comparing things to my 2019 forms, where everything worked fine:
- Go to View>Forms
- Go to your form or forms (if the spouse has one too) 1099-R, page 2.
- Mine had box B1 checked. Uncheck box B1. TurboTax allows you to do that.
- Unchecking B1 should automatically populate your box B4.
- Click also box B5.
- Now go to form or forms 8606. Lines 16-18 should be populated.
If all the IRA was converted and the year end value is zero then box b1 must be checked. Box b4 is only for a partial rollover.
If line 15 has a * next to it then the calculations are on the "Taxable IRA Distribution Worksheet" as described in IRS Pub 590-B worksheet 1-1.
https://www.irs.gov/publications/p590b
**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.**
