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leafchen
Returning Member

Backdoor roth ira and form 8606

kinda duplicate of this thread

 

https://ttlc.intuit.com/community/get-started-in-community/discussion/re-roth-conversions-not-popula...

 

we had a simple backdoor roth ira in 2025

 

turbo tax failed to put anything in form 8606 Line 8 despite of the following tries

1. delete form 8606 manually

2. delete 1099r from wage and income, and type in everything again

 

it seems the issue has been there many years -- Line 8 was empty in 2019

https://www.whitecoatinvestor.com/how-to-report-a-backdoor-roth-ira-on-turbotax/

 

I don't think this is correct as

1. form 8606 clearly states that Line 13 is the sum of Line 11 and Line 12, while Line 11 is Line 8 * 1.0

2. we used a CPA back in 2024, and in CPA's Form 8606, Line 8-12 all have numbers

 

I don't think the reply from TT "according to the TT rep this means Line 8 is supposed to show the amount that is taxable" in "https://ttlc.intuit.com/community/get-started-in-community/discussion/re-roth-conversions-not-popula..." makes sense.

 

can turbotax provide a solution?

 

 

but 

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1 Best answer

Accepted Solutions

Backdoor roth ira and form 8606

from the article you posted - it's empty because "Turbotax uses the “Taxable IRA Distribution Wkst (per IRS Pub. 590-B)” to fill out this form"

 

if you see asterisks next to the amounts that's why the form is empty for those lines.  Not sure what triggers it as whenever I enter one with desktop Mac premier it populates all the 8606 lines.

 

is the outcome on Lines 13 onwards and your 1040 Line 4b correct?

View solution in original post

3 Replies

Backdoor roth ira and form 8606

from the article you posted - it's empty because "Turbotax uses the “Taxable IRA Distribution Wkst (per IRS Pub. 590-B)” to fill out this form"

 

if you see asterisks next to the amounts that's why the form is empty for those lines.  Not sure what triggers it as whenever I enter one with desktop Mac premier it populates all the 8606 lines.

 

is the outcome on Lines 13 onwards and your 1040 Line 4b correct?

Backdoor roth ira and form 8606

see worksheet 1-1 on p18 here and sample 8606 following

https://www.irs.gov/pub/irs-pdf/p590b.pdf

leafchen
Returning Member

Backdoor roth ira and form 8606

thanks for mentioning that, and seems that's the reason

 

I did see some other webpage mentioning 590B, and I thought it was a form like 8606 and I couldn't find it.

 

so yes, you are right, there is taxable IRA distribution worksheet and everything is there.

 

 

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