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Level 1

Form 8606 not filled correctly Did a back door roth conversion. Lines 1-5 and 13-15 are correct. Lines 6 -12 and 16 -18 are blank. Want to know how to fix this.?

 
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Level 3

Form 8606 not filled correctly Did a back door roth conversion. Lines 1-5 and 13-15 are correct. Lines 6 -12 and 16 -18 are blank. Want to know how to fix this.?

Based on your question and the lines that you say are blank on Form 8606, it appears that the Form 1099-R that reported the distribution from the Traditional IRA (which was converted to the Roth IRA) has not been entered or was not entered correctly.

Go back through the 1099-R entries for your return to be sure that the correct ‘owner’ of each form has been reported.  Also, be sure to complete all the follow-up questions in the Form 1099-R section until the program returns you back to the main income screen. 

For your reference, see the information below for step-by-step instructions to enter a Back Door Roth contribution using TurboTax.

https://ttlc.intuit.com/replies/6590395


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Level 3

Form 8606 not filled correctly Did a back door roth conversion. Lines 1-5 and 13-15 are correct. Lines 6 -12 and 16 -18 are blank. Want to know how to fix this.?

Based on your question and the lines that you say are blank on Form 8606, it appears that the Form 1099-R that reported the distribution from the Traditional IRA (which was converted to the Roth IRA) has not been entered or was not entered correctly.

Go back through the 1099-R entries for your return to be sure that the correct ‘owner’ of each form has been reported.  Also, be sure to complete all the follow-up questions in the Form 1099-R section until the program returns you back to the main income screen. 

For your reference, see the information below for step-by-step instructions to enter a Back Door Roth contribution using TurboTax.

https://ttlc.intuit.com/replies/6590395


View solution in original post

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Level 1

Form 8606 not filled correctly Did a back door roth conversion. Lines 1-5 and 13-15 are correct. Lines 6 -12 and 16 -18 are blank. Want to know how to fix this.?

I totally did all those steps (twice) and still lines 6-12 are blank.  Similar thing happened last year when TT did not completely fill out form 8606 and the IRS sent me a letter saying I had to send a new 8606.  No change in outcome, just a pain to have to deal with...