tashahr
New Member

Roth conversion not showing on 8606

Converted 403b to Roth IRA (1099R dist code G) When entering step-by-step 1099-R info, I check "Yes, money rolled over to Roth". After entering all the info, I click "Edit" button to revisit and the box has reverted to "No, this money wasn't rolled over". If I click "back" at any point while entering, it still shows the box marked as "Yes" but once all info is entered, it reverts to "No" and Part II of form 8606 shows as blank. How do I fix this?