How do I enter a Roth Conversion on Form 8606, Line 8?

[MLM5]

I did a Roth Conversion in 2023.  It is reported to me on Form 5498, but Turbo Tax says that form is not needed and not used.  How do I enter the Roth Conversion on Form 8606, Line 8?

[dmertz · Accepted solution]

If you did a Roth conversion in 2023 you will have received a Form 1099-R that you must enter into TurboTax and indicate by marking the checkbox in the questions that follow that the distribution was converted to Roth.

[MLM5]

Thanks.  I was unaware of that, and the TurboTax online help did not provide that detail.  Since it is not entered explicitly on the 1099-R, I would never have thought to look there.  Thanks again.

Mike