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Retirement tax questions
"Please be aware, that you will only need to enter the value of your IRA when you make a conversion or take a distribution from the IRA. The screen will appear in the follow-up questions when you enter your Form 1099-R for conversion or distribution."
In my original message, I did state that I made a Roth conversion in 2022, so I DO have to file Form 8606 just like I have had to do for all my previous Roth conversions. I have also entered the conversion information into Form 1099-R, but the follow up questions DO NOT come up. This is where the issue is!
The 2022 Turbo Tax Deluxe is not offering the page Tell Us The Value Of Your Traditional IRA and other follow up questions.
‎February 4, 2023
1:19 PM