Issues reporting backdoor Roth conversion. Have my 1099-R data in "Wages & Income". Trying to add "Form 8606" in "Deductions & Credits" but only creates "Form 5498"

[baldietax · Accepted solution]

have you gone thru these steps

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

[RDpr]

baldietax

 Thank you. Found that Help Doc yesterday and was able to complete it.

Wish they would have made this a simpler process. Generate Form 8606 when inputing Form 1099-R, instead of making a 2 separate steps . The most confusing part is there is no info in the App that Form 8606 has been generated until you look inside tax summary.

[baldietax]

so are you good, or do you still have an issue?

(Turbotax could probably link the two sections more easily, but financially it's two separate transactions so they can't really trigger a contribution just based on a 1099-R as it's only half the process).

[RDpr]

I am good. Thanks