1099-R is not asking if a distribution is a Roth conversion

[utmba95]

One of my spouses 1099-R forms is a Roth conversion of non-deductible traditional IRA contributions.  I changed the taxable amount to $0 and Taxable amount not determined box is checked.  Distribution code is 2.  After checking None on "Do any of these situations apply to you?", TurboTax H&B Win does not ask me if part or all of this is a Roth Conversion, like it did on my own 1099-R.  It ends up checking the box "Return of prior year excess traditional contributions" which is incorrect.  I can't find any way to override this.  Please help, as this appears to be a bug.  I've deleted the 1099-R and added it manually, and it does the same thing.

More info: On the IRA Information Worksheet, my correct conversion shows up in Part II but my spouse's does not.  QuickZoom takes me to Part V line 23, but none of lines 23-32 are filled in for my correct conversion.

Also, after submitting the 1099-Rs, it asks me "Did you have any nondeductible IRA contributions to your traditional IRA from 2024 or prior years", but it does not ask me that for my spouse.

[baldietax · Accepted solution]

don't change the taxable amount to $0, enter the 1099-R as provided.  Form 8606 will do the tax calculation.

if you enter $0 it triggers some other case and you don't get the Roth conversion question.  I don't have H&B but I tried in on Premier desktop and I assume H&B behaves the same way.

[utmba95]

Many thanks!!  I'm not sure why $0 for taxable amount doesn't work.  On mine, I actually have $9 taxable, so I modified the number down from a large number to $9 and it worked fine.