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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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New Member

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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New Member

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

New Member

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...
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New Member

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 agree there is an error in 8606, working on TurboTax 2019, line 6-12 do not fill out in form 8606. I’ve checked multiple times, as suggested by Intuit. No luck. This is frustrating.

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Level 15

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.?

There is likely nothing wrong with your entries.

 

Lines 6 through 12 are blank, indicated by asterisks next to lines 13 and 15 and a note at the bottom of Part I, because TurboTax is using Worksheet 1-1 of IRS Pub 590-B to calculate the taxable part of your IRA distribution:

 

https://www.irs.gov/pub/irs-pdf/p590b.pdf

 

If the IRS questions your Form 8606 you'll need to provide them with a copy of this worksheet by printing it separately from TurboTax.  (Apparently some professional tax software automatically includes this worksheet with the filing when used, but as far as I know TurboTax does not.)

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New Member

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.?

TurboTax, please assist.  Form 8606 is not filled out correctly for Backdoor Roths.  Also, if an individual is converting additional Traditional IRA funds to a Roth, this is populated correctly either.

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Employee Tax Expert

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.?

If you could provide a diagnostic copy of your return then we can examine the situation in more detail.  

 

Use these steps if you are using TurboTax Online:

  • Sign in to your account and select Take me to my return.
  • Select Tax Tools in the menu to the left.
  • Select Tools.
  • Select Share my file with agent.
  • A pop-up message will appear, select OK to send the sanitized diagnostic copy to us.
  • Post the token number here. 

If you are using a CD/downloaded version of TurboTax, use these steps:

  • Select Online at the top of the screen
  • Select Send Tax File to Agent.
  • Click OK.
  • Post the token number here.

 

@Tax321

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