Skip to main content
VAer
Employee
February 20, 2023
Solved

Form 8606 backdoor Roth Conversion

  • February 20, 2023
  • 1 reply
  • 0 views

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.

 

 

 

Best answer by DanaB27

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 reply

DanaB27Answer
February 20, 2023

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"