I have a 1099-R and withdrew $100,000 and converted $78,000 after withholding $20,000 for federal and $2,000 for state. I use Home and Business but do not see ROTH conv

[srpatel55]

I have box 7 with code 7. How do i get to see form 8606 to be auto generated and also the lines 4a and 4b to be populated in form 1040 and line 16, 17 and 18 on form 8606 for proper ROTH conversion treatment.

[dmertz]

Duplicate question answered herer:

https://ttlc.intuit.com/community/taxes/discussion/desktop-home-and-business-does-not-properly-treat...

[AnnetteB6]

Since you are using the desktop version of TurboTax, you can use Forms to preview and examine any form included in your return.  

Get started by clicking Forms in the upper right corner of the screen.  Then you will see a list of forms on the left side of the screen.  Highlight the form you wish to examine and it will open in the main section.  Click Step-by-step to return to the input screens.

If you are not seeing the expected results on your forms, review your answers to the follow-up questions that come up after you enter the Form 1099-R reporting the Traditional IRA distribution.

[srpatel55]

Yes.. this  was from me before as I hadn't heard back and did not get an email with the link so I created that duplicate entry which has been answered by Volvogirl and yourself.

[srpatel55]

I am good with this issue resolved in another post (mostly by Volvogirl and Dmertz).  BTW, it was not withdrawl from Traditional IRA distribution but a 401K withdrawl/distribution for conversion into ROTH IRA.  Pls close this ticket.