After-tax conversion from traditional IRA to Roth IRA

[nicebaq]

In 2023, I made a post-tax contribution to my traditional IRA, and I did not get a tax break for this money. In 2024, I moved ONLY the original after-tax contribution from my traditional IRA to my Roth IRA. When I talked to my financial institution in order to do this transfer, they explained that since it's AFTER-tax money, the transfer is NOT a taxable event. However, I would need to report it on form 8606. I did get a 1099-R from my financial institution and uploaded it to Turbotax. When I look at my final numbers, Turbotax is saying I have to pay taxes on part of the money I transferred from the traditional to Roth, and it doesn't look like Turbotax is triggering the 8606 form. How can I fix this?

[NCperson]

@nicebaq if you had both pre- and post- tax money in the Trad IRA, then indeed some of the conversion is taxable.  if the 40% of the Trad IRA was pre-tax money, then 40% of the conversion was taxable.  You can't just move the post tax money without moving the same percent of the pre-tax money.