How do I get Turbo tax to complete a form 8606 so that I don't owe a penalty for over contribution to a Roth IRA. We did a Traditional IRA to Roth conversion?

[deekeoski]

We are under the $246K income limiter.

[baldietax]

if you are referring to backdoor Roth - contributed to a Trad IRA then converted it to Roth - follow these steps here to enter the 2 different parts of this process

https://ttlc.intuit.com/turbotax-support/en-us/help-article/retirement-benefits/enter-backdoor-roth-...

when you enter the Trad IRA contribution, treat this purely as a Trad IRA contribution here - do not refer to anything here to do with the Roth - there are questions about recharacterization not to be confused with conversion, say NO to that.  After entering the 1099-R you should see questions to identify the distribution as a Roth conversion.

[deekeoski]

Thank you for response. I phrased my question poorly. We took a distribution from the Trad IRA and moved part to Roth (conversion) and part sent to Feds and State as withholding. We have not contributed to the IRA's outside of previous employment and rollovers from other IRA's or 401K's.

[baldietax]

ah ok not a Backdoor Roth just simply a Roth Conversion - I just replied to another thread assuming this was a Backdoor Roth.

If all you did was a Roth conversion then you should just need to input the 1099-R and then answer the questions which follow (after the 1099-R summary screen, keep moving forward with Done/Continue to finish the section) to identify it as a Roth conversion.  Turbotax will generate the required Form 8606 due to the Roth conversion even tho it sounds like you didn't have non-deductible contributions or a basis.  

You shouldn't need to input anything to do with contributions.  Did you do anything to replace the withheld tax in the Roth using non-IRA money?

Does that help - can you clarify what you input and what error you are getting?