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Level 2

Question

2022 Roth Conversion

Forum|Forum|3 years ago
February 19, 2023
1 reply
6 views

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.

TurboTax Home & Biz Windows

Level 15

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.

BMO11Author

Level 2

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