turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

VAer
Level 4

Form 8606 backdoor Roth Conversion

I follow TurboTax software, it passes error check. However, generated form 8606 does not look completed, why no information in line 8, 9, 10?

 

I am expecting:

Line 8-- $1200

Line 9---$1200

Line 10---1

 

Is it fine to efile the document with these three lines blank?  Should I go to form view and manually update these three lines? The software should do it for me. Not sure if I did not do it correctly somewhere.

 

Thanks.

 

Backdoor IRA Contribution.jpg

 

Form 8606.jpg

 

1099R.jpg

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions
DanaB27
Expert Alumni

Form 8606 backdoor Roth Conversion

Yes, it is fine to e-file your return like this. TurboTax is using the Taxable IRA Distribution Worksheet (per Pub 590-B) to calculate your nontaxable conversion (as indicated by the * next to line 13).

 

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post

1 Reply
DanaB27
Expert Alumni

Form 8606 backdoor Roth Conversion

Yes, it is fine to e-file your return like this. TurboTax is using the Taxable IRA Distribution Worksheet (per Pub 590-B) to calculate your nontaxable conversion (as indicated by the * next to line 13).

 

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question