topic How do I enter a Roth Conversion on Form 8606, Line 8? in Retirement tax questions

How do I enter a Roth Conversion on Form 8606, Line 8?

MLM5 — Wed, 11 Feb 2026 03:08:33 GMT

I did a Roth Conversion in 2023. It is reported to me on Form 5498, but Turbo Tax says that form is not needed and not used. How do I enter the Roth Conversion on Form 8606, Line 8?

Re: How do I enter a Roth Conversion on Form 8606, Line 8?

dmertz — Fri, 16 Feb 2024 13:22:00 GMT

If you did a Roth conversion in 2023 you will have received a Form 1099-R that you must enter into TurboTax and indicate by marking the checkbox in the questions that follow that the distribution was converted to Roth.

Re: How do I enter a Roth Conversion on Form 8606, Line 8?

MLM5 — Fri, 16 Feb 2024 19:06:47 GMT

Thanks. I was unaware of that, and the TurboTax online help did not provide that detail. Since it is not entered explicitly on the 1099-R, I would never have thought to look there. Thanks again.

Mike