@DanaB27 SOS!
In a final review of Form 8606, I realized the software did not record my Roth conversion! Part II is blank!
Follow your instruction, after step 3, my next screen (using Home and Business edition) is
"Good News: you don't owe Extra Tax on this money".
Keep answering questions, I get to
"What Did you do with the Money"
1. Moved the money to another retirement acct
2. Did something else (cashed out, etc.)
Choose 1, then the bottom of the page:
1. Rolled over all the money
2. did a combination of rolling over, converting, or cashing out
I chose 1, then got:
You won't have to pay tax on your $ rollover.
*******************
Basically, I don't see the screen in your Step 4
4. Answer questions until you get to “Tell us if you moved the money through a rollover or conversion” and choose “I converted some or all of it to a Roth IRA”
- Answer questions until you get to “Tell us if you moved the money through a rollover or conversion” and choose “I converted some or all of it to a Roth IRA”
So I have no where to enter the conversion!!
Please help! Thanks!
