dmertz
Level 15

Retirement tax questions

I'm unable to reproduce the symptom where TurboTax fails to complete Form 8606 Part II for the entry of a Form 1099-R that has code 2 in box 7, the IRA/SEP/SIMPLE box marked and you indicate that any part of the distribution was converted to Roth.  I suggest deleting and reentering the code-2 Form 1099-R.

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