New Member
This widget could not be displayed.

Retirement tax questions

Based on your question and the lines that you say are blank on Form 8606, it appears that the Form 1099-R that reported the distribution from the Traditional IRA (which was converted to the Roth IRA) has not been entered or was not entered correctly.

Go back through the 1099-R entries for your return to be sure that the correct ‘owner’ of each form has been reported.  Also, be sure to complete all the follow-up questions in the Form 1099-R section until the program returns you back to the main income screen. 

For your reference, see the information below for step-by-step instructions to enter a Back Door Roth contribution using TurboTax.

View solution in original post