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Retirement tax questions
Despite following ALL the previous suggestions, Form 8606 in still NOT being generated.
I'm using the Windows CD Version of Turbo Tax Deluxe 2022.
In 2022, I converted an amount from a SEP IRA to a Roth IRA. I've made similar conversions using
Turbo Tax going back to 2015, all successful.
First, I ran the Manual Update as per DaraLO's instructions. This did not activate Form 8606.
Then I clicked on the link from MarilynG1, How to Trigger Form 8606 and followed the prompts.
On the screen Any Nondeductible Contributions to Your IRA?, I answered YES, I made and tracked nondeductible contributions to my IRA.
The next screen is Let's Find Your IRA Basis, which "grabbed" the IRA Basis from the 2021 Return. On the 2021 Turbo Tax, the next screen is Tell Us The Value Of Your Traditional IRA. However, on the 2022 Turbo Tax, it skips that last question Tell Us The Value Of Your Traditional IRA and goes to the screen saying Roth IRA Contributions. The 2022 Turbo Tax is NOT offering the page Tell Us The Value Of Your Traditional IRA as it did on the 2021 Turbo Tax Deluxe.
This is where I am stuck.
Please advise.