DanaB27
Expert Alumni

Retirement tax questions

No, you should have Form 8606 if you entered the conversion correctly for Form 1099-R code 2. Please review the instructions Step 2: How do I enter a backdoor Roth IRA conversion?

 

Also, make sure you click continue after entering all Form 1099-Rs and enter your basis from your 2022 Form 8606 line 14 when TurboTax asks " Any nondeductible Contributions to your IRA? " 

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"