1922912
I entered my non-deductible contribution as well as the 1099-R which shows the conversion of the account to a Roth. However, when I look at 8606, it is not completing lines 4-13 which are required if there is a Roth IRA conversion. Why?
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You may need to answer additional questions in your return so that lines 4-13 may be accurately reflected in your return. Try these exact steps:
[Edited 02-14-2021|12:37 PM PST]
When you do both a nondeductible traditional IRA contribution and a traditional IRA distribution in the same year, TurboTax sometimes needs to do the pro rata calculation on Worksheet 1-1 of IRS Pub 590-B instead of using lines 6 through 12 of Form 8606. This is indicated by an asterisk next to lines 13 and 15 of Form 8606 and this worksheet being present in your tax file.
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