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Level 4
posted Feb 19, 2023 6:35:44 PM

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.

 

 

 

0 1 505
1 Best answer
Expert Alumni
Feb 20, 2023 5:12:26 AM

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).

 

 

1 Replies
Expert Alumni
Feb 20, 2023 5:12:26 AM

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).