topic 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" in Retirement tax questions

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"

RDpr — Fri, 27 Feb 2026 20:16:33 GMT

Re: 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 — Fri, 27 Feb 2026 22:52:18 GMT

have you gone thru these steps

https://ttlc.intuit.com/turbotax-support/en-us/help-article/retirement-benefits/enter-backdoor-roth-ira-conversion/L7gGPjKVY_US_en_US

Re: 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"

RDpr — Fri, 27 Feb 2026 23:40:41 GMT

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.

Re: 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 — Sat, 28 Feb 2026 00:18:12 GMT

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).

Re: 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"

RDpr — Sat, 28 Feb 2026 01:30:38 GMT

I am good. Thanks