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What you see on the IRA Information Worksheet isn’t sent to the IRS, and it doesn’t mean the IRS believes a conversion took place. TurboTax worksheets are for internal calculations only. The IRS won’t see them unless you mail them in, which you haven’t.   Let’s walk through this carefully so you can feel confident about what actually happened and what—if anything—you need to fix.   Why TurboTax Is Showing a $30,000 “Roth Conversion Basis” TurboTax sometimes auto‑populates basis fields when: A prior-year return was transferred into the next year’s software, and Something in the interview triggered the program to assume there was a prior nondeductible IRA basis or a conversion basis. This can happen even if no conversion ever occurred.  It’s essentially a ghost entry—a leftover or misinterpreted data point that sits on the worksheet but does not flow to any IRS form unless a conversion or distribution is actually reported. What the IRS Actually Receives The IRS only sees:   Form 1040 Form 8606 (if required) Form 5498 (from the custodian, not from you) Form 1099‑R (if there was a distribution or conversion) If your son did not receive a 1099‑R, and Did not file a Form 8606 reporting a conversion, then the IRS has no record of any Roth conversion. The internal worksheet is not transmitted electronically and is not part of the official return.   How to Check Whether a Conversion Was Ever Reported Here’s how you can confirm with certainty:   1. Look at the 2022 and 2023 filed returns Check for: Form 8606  If Part II is filled out, that would indicate a Roth conversion. If no Form 8606 exists, or only Part I is filled out for nondeductible contributions, then no conversion was reported. Form 1040, line 4a/4b. If these lines are blank or show $0, no taxable IRA distribution or conversion was reported. Do You Need to Amend 2022 or 2023? Most likely: No. You only amend if:   A conversion was actually reported on the filed return, or  The incorrect worksheet entry flowed onto Form 8606 or Form 1040. If the $30,000 basis stayed only on the internal worksheet and did not affect any filed forms, then: There is nothing to correct.  The IRS has no idea the worksheet exists. No penalties or taxes are triggered. Should You Fix the Worksheet Going Forward? Yes, it’s a good idea to clean it up so TurboTax doesn’t keep carrying forward incorrect basis. You can: Open the IRA Information Worksheet in TurboTax, Delete the $30,000 conversion basis entry, Or re-answer the interview questions to reset the worksheet. This will prevent future confusion.   Why It Disappeared in 2024 and 2025 That’s actually a good sign. It means: TurboTax stopped carrying forward the incorrect basis, Or the interview answers changed and cleared the field. Either way, it confirms the issue was internal to the software, not something the IRS acted on