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Returning Member
posted Feb 23, 2023 10:13:01 AM

Tax Form 8806, can't enter 2022 Roth basis (line22 of Form 8608 (2022)

I can't figure out how to add 2022 Roth conversion amounts,  tried using the worksheet but does not let me "write" the value.

 

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4 Replies
Level 15
Feb 23, 2023 10:19:15 AM

since the TurboTax worksheets are so complicated it takes some time to figure out the worksheet line that holds that value.

Returning Member
Feb 23, 2023 12:06:59 PM

Where do I get HELP for Turbotax questions?

 

I did the calculations using Form 9606 and am not able to replicate using TT software.

Level 15
Feb 23, 2023 12:26:09 PM

your basis is the contributions still in the account.

If you go through the step-by-step, TurboTax should be asking you for the contributions.

 

 

 

 

 

@cpowell17 

Level 15
Feb 24, 2023 5:47:24 AM

Click the Continue button on the page that lists the Forms 1099-R that you have entered.