Hi Dana,
even I follow your suggestion/steps, the form 8606 is still not right. first, I converted all my traditional IRA contribution in 2024 into Roth IRA, after I followed your step, line 8 still showing blank ( which should showing up my total conversion amount. ), line 16, 17,18 did show up some numbers after the new steps you mention, but the number are not right. second, my 1099-R 2024 included my 2023 and 2024 2 years contributions ( I did around Feb 2024), form 8606 should input only information for year 2024, but it is not, since turbotax now just use what information showing up on 1099-R form. WHY Intuit does not allow users to manually change form 8606? I found my last year form 8606 was not right also due to the same reason, I would need to input some explanation on this year 's return forms to explain the situation caused by turbotax.
