topic Re: 2022 Roth Conversion in Get your taxes done using TurboTax

2022 Roth Conversion

BMO11 — Mon, 23 Feb 2026 12:07:33 GMT

Form 8606 line 16 does not total all my 2022 Conversions from Traditional, SEP, or Simple IRAs to Roth IRAs. Not all sources are being summed in the formula.

How soon will these issues be resolved? I purchased this software in December and understand that Intuit continues to 'fix' software issues during tax season. I can't file my 2022 taxes until these issues are resolved.

Re: 2022 Roth Conversion

dmertz — Sun, 19 Feb 2023 20:37:09 GMT

Did you fail to mark the IRA/SEP/SIMPLE box on one of the Forms 1099-R from these traditional IRAs?

If a Form 1099-R provided by the payer does not have the IRA/SEP/SIMPLE box marked, the distribution is not from a traditional IRA and does not go on Form 8606.

Does the amount differ by the amount shown on one of the Forms 1099-R? If so, that's the form to look at.

Re: 2022 Roth Conversion

BMO11 — Mon, 20 Feb 2023 00:00:40 GMT

Yes, that is what happened. I was able to correct that error and Turbo Tax summed properly. Thank you!!