JC2025
New Member

I want to continue tracking my roth IRA basis in 8606. I have tracked this in lines 22 and 24, but it is not populating. How do I populate these fields in the 8606?

I have tried populating the IRA information worksheet but it is not working.  I have historical conversions (line 24 which includes 2023 conversions) and separate roth ira contributions (line 22) which need to be tracked separately. It is populating correctly in part 2 of the roth IRA worksheet, but not on the 8606. How do I get this to populate? Previously accountants have populated these fields to track these bases for me.