Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 1
posted Jan 11, 2025 5:52:14 AM

Turbotax 2024 Premier won't figure non-deductible contributions

When I get to get screen that asks if I made non-deductible contributions to my IRA, as part of my Roth conversion, I select yes and the "button" to continue doesn't do anything.

1 4 8469
4 Replies
Level 1
Jan 12, 2025 12:48:57 PM

I think I figured out the problem.  TT did not import my 8606T from 2023.  The form is completely blank even though I still had a non-deductible balance on 2023 8606.  Not sure how, and when, to fix it without starting over with a new import of 2023.

Expert Alumni
Jan 15, 2025 9:43:30 AM

 It depends. Form 8606 is not available until 1/23. I would suggest waiting until that time to start working on your return.

New Member
Jan 23, 2025 10:55:35 AM

Turbotax 2024 Premier won't figure non-deductible contributions

Expert Alumni
Jan 27, 2025 6:28:15 PM

Here's steps on How to Trigger Form 8606 and detailed info on Form 8606.

 

@marvmci