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Level 3
posted Mar 10, 2022 10:35:28 AM

No value on line 8. Form 8606?

On my Online tax return (tax year 2021) there is no value placed on line 8 of my Form 8606.   Turbo tax auto inserted all values on this form.   Do I need to correct this?   I was under the impression that I need to put the full amount that I converted (back door roth conversion).  RE:  8 Enter the net amount you converted from traditional, SEP, and SIMPLE IRAs to
Roth IRAs in 2021. Also, enter this amount on line 16....... Oh, and I now see that line

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1 Best answer
Level 15
Mar 10, 2022 11:14:11 AM

The asterisks next to lines 13 and 15 are indicating that TurboTax is using Worksheet 1-1 from IRS Pub 590-B to calculate the nontaxable and taxable amounts of the Roth conversion.  Because it's using this worksheet, TurboTax leaves lines 6 through 12 of Form 8606 blank.

3 Replies
Level 3
Mar 10, 2022 10:43:26 AM

I see that Turbo Tax cut off my explanation.   So, in short.  Lines # 8 and #11 are blank.. Line #13 does have the full dollar amount of my back door Roth conversion. 

Level 15
Mar 10, 2022 11:14:11 AM

The asterisks next to lines 13 and 15 are indicating that TurboTax is using Worksheet 1-1 from IRS Pub 590-B to calculate the nontaxable and taxable amounts of the Roth conversion.  Because it's using this worksheet, TurboTax leaves lines 6 through 12 of Form 8606 blank.

Level 3
Mar 10, 2022 11:40:48 AM

THANK YOU...........👌