Roth Conversions not Populating Line 8 in Form 8606

[fthometz]

When I enter a 1099-R, with a Traditional IRA conversion to Roth (not backdoor), occurring in the 2025 tax year, the Form 8606 needs that conversion amount to be shown on line 8, but it's not populating.   I can't find a manual override to getthe number in there.  How do I get a correct form 8606 done?

[AmyC]

Follow these steps:

1. open to federal income
2. locate the 1099-R section and edit
3. edit the 1099-R, 
4. continue through to summary screen showing all 1099-R forms. 
5. continue through as the program asks a series of questions about the money. 
6. continue until you reach Traditional IRAs, select Yes to did you make nondeductible contributions in prior years.
7. enter the basis on Dec 31, 2024 - before you moved the money
8. continue
9. enter value on Dec 31, 2025 and continue answering relevant questions
10. the 8606 will be filled in and your forms should flow

[fthometz]

Hi -- thank you for the idea.  I did try that - entering correctly a zero basis, but the result - was line 8 still did not populate.  I experimented with entering 50 cents and again entering $5 for the basis, but line 8 again would not populate in any case.    What should I do now?  The net effect is that it is not being taxed, so that is the good news.  But as a result line 14 (total basis for 2025 and prior) is a zero instead of $8000.  Is that OK for future form 8606's?   Do I need to get this fixed?

[fthometz]

@AmyC - thank you again for the answer.   I did try that - entering correctly a zero basis, but the result - was line 8 still did not populate.  I experimented with entering 50 cents and again entering $5 for the basis, but line 8 again would not populate in any case.    What should I do now?  The net effect is that it is not being taxed, so that is the good news.  But as a result line 14 (total basis for 2025 and prior) is a zero instead of $8000.  Is that OK for future form 8606's?   Do I need to get this fixed?

[AmyC]

No, the form needs to be correct. I just created a whole new return and added the 1099-R and went through every one of the questions asking about IRA's. You input the basis on one screen. Another screen asks for the value at the end of the year, I used zero for that claiming I had rolled it all over. I am having no issue. Here is what I did:

1. Enter the 1099-R
2. Check I converted it to Roth
3. Did you convert all? I said yes
4. Done
5. Disaster, no
6. Nondeductible contributions, yes, enter basis on Dec 31, 2024 I entered $xxx
7. Value on Dec 31, 2025 - I entered zero, as if I had emptied the account
8. Form is perfect.

I can't see what you are doing but customer support can. You may want to give it one more go and then  contact support.

I wonder if you could have a piece of data stuck. A full or corrupted cache can cause problems in TurboTax, sometimes you need to clear your cache (that is, remove these temporary files).

Online version:

1. Delete the form  8606 and 1099-R, see How to Delete  
2. Log out of your return and try one or more of the following:
   • Don't use Internet Explorer.
   • Clear cache and cookies,
   • Sign in using a different browser.
   • Sign in using a different device.
3. Log back into your return.
   • Enter the information again. 

Desktop version: 

1. Delete the form 8606 and 1099-R
2. Save your return while closing the program.
3. Update the program
4. Open
5. Enter the information again.
    

[fthometz]

Hi @AmyC - Thank you for all the work on this.  I deleted the 2 forms and re-entered exactly as requested.   Still no $8000 appearing on line 8 in form 8606.  I will contact support.