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Returning Member
posted Mar 12, 2022 5:37:34 PM

Why does Turbo Tax not prepare Form 8606 (required to be filed) after I entered conversion info (amount converted from Traditional to Roth)?

TT correctly shows zeros on lines 15 b and c, but does not enter the amount converted in Part II, lines 16 and 18.

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1 Replies
Expert Alumni
Mar 13, 2022 5:31:45 AM

If this was a conversion of a traditional IRA to Roth IRA then please check that the IRA/SEP/SIMPLE box was checked on your 1099-R entry:

 

  1. Click on "Search" on the top right and type “1099-R”
  2. Click on “Jump to 1099-R”