mcintyre210
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@crkumar77Yes I was able to resolve this, but it took me all of a weekend to figure out. TT does not make reporting for pro rata very easy until you understand ...
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@crkumar77Hello! I was able to resolve this issue, but it took an entire weekend. The key takeaways are to (1) report the backdoor Roth correctly (Enter the Tra...
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I figured out my error. I had missed line 8, 11, and 13 on the Form 8606 for the non pro rata taxpayer. I'm showing a zero basis on line 14 now and not going to...
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I'll check out the link. I've done BD Roths in TT since 2020; however, I just got done amending returns 2020-2024 to capture pro rata on spouse Roth's due to ow...
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Thanks! Unfortunately, I just printed and mailed the amended return. I'm sure it will be ok, but that one page was inconsistent with the other 3 amended returns...
Activity Feed for mcintyre210
- Cheered Re: How to report Pro-rata for backdoor ROTH (Form 8606 doesn't populate box 6) for baldietax. Wednesday
- Posted Re: How to report Pro-rata for backdoor ROTH (Form 8606 doesn't populate box 6) on Retirement tax questions. Wednesday
- Posted Re: How to report Pro-rata for backdoor ROTH (Form 8606 doesn't populate box 6) on Retirement tax questions. Wednesday
- Got Cheered for Re: IRA Information worksheet and Backdoor Roth rolling basis. 3 weeks ago
- Posted Re: IRA Information worksheet and Backdoor Roth rolling basis on Get your taxes done using TurboTax. 3 weeks ago
- Cheered Re: Traditional IRA basis after Roth conversion for Opus 17. 3 weeks ago
- Posted Re: IRA Information worksheet and Backdoor Roth rolling basis on Get your taxes done using TurboTax. 3 weeks ago
- Posted IRA Information worksheet and Backdoor Roth rolling basis on Get your taxes done using TurboTax. 3 weeks ago
- Posted Re: TT Not generating the Additional Information Explanation Statement for Form 8606 on Get your taxes done using TurboTax. March 6, 2026 9:11 AM
- Cheered Re: TT Not generating the Additional Information Explanation Statement for Form 8606 for DaveF1006. March 6, 2026 9:05 AM
- Cheered Re: How to report Pro-rata for backdoor ROTH (Form 8606 doesn't populate box 6) for DanaB27. February 22, 2026 8:31 PM
- Posted TT Not generating the Additional Information Explanation Statement for Form 8606 on Get your taxes done using TurboTax. February 22, 2026 8:29 PM
- Cheered Re: Form 8606 and Pro Rata not calculating for DanaB27. February 22, 2026 2:53 PM
- Cheered Re: Form 8606 and Pro Rata not calculating for dmertz. February 22, 2026 2:52 PM
- Cheered Re: How to get current year end IRA balance to fall into Form 8606 Line 6 for Pro Rata rule! for DanaB27. February 22, 2026 2:50 PM
- Posted Re: Pro Rata Questions unanswered on Retirement tax questions. February 18, 2026 6:41 AM
- Cheered Re: Form 8606 Not Displaying Values for langerja. February 17, 2026 8:05 PM
- Cheered Re: I’m converting to Roth with some non-deductible contributions in 2025. Pro-rata rule should I use 12/31/24 balances or 12/31/25? for dmertz. February 17, 2026 3:37 PM
- Posted Re: I’m converting to Roth with some non-deductible contributions in 2025. Pro-rata rule should I use 12/31/24 balances or 12/31/25? on Retirement tax questions. February 17, 2026 3:25 PM
- Posted Re: When to amend a rolling pro rata mistake? on Retirement tax questions. February 17, 2026 2:34 PM