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Form 8606 not filled correctly Did a back door roth conversion. Lines 1-5 and 13-15 are correct. Lines 6 -12 and 16 -18 are blank. Want to know how to fix this.?

Forum|Forum|7 years ago
June 6, 2019
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TurboTax Self Employed Online

Best answer by AnnetteB6

Based on your question and the lines that you say are blank on Form 8606, it appears that the Form 1099-R that reported the distribution from the Traditional IRA (which was converted to the Roth IRA) has not been entered or was not entered correctly.

Go back through the 1099-R entries for your return to be sure that the correct ‘owner’ of each form has been reported. Also, be sure to complete all the follow-up questions in the Form 1099-R section until the program returns you back to the main income screen.

For your reference, see the information below for step-by-step instructions to enter a Back Door Roth contribution using TurboTax.

https://ttlc.intuit.com/replies/6590395

A

AnnetteB6Answer

Based on your question and the lines that you say are blank on Form 8606, it appears that the Form 1099-R that reported the distribution from the Traditional IRA (which was converted to the Roth IRA) has not been entered or was not entered correctly.

Go back through the 1099-R entries for your return to be sure that the correct ‘owner’ of each form has been reported. Also, be sure to complete all the follow-up questions in the Form 1099-R section until the program returns you back to the main income screen.

For your reference, see the information below for step-by-step instructions to enter a Back Door Roth contribution using TurboTax.

https://ttlc.intuit.com/replies/6590395

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P

philharmonicorch

I totally did all those steps (twice) and still lines 6-12 are blank. Similar thing happened last year when TT did not completely fill out form 8606 and the IRS sent me a letter saying I had to send a new 8606. No change in outcome, just a pain to have to deal with...

P

pkapur

I agree there is an error in 8606, working on TurboTax 2019, line 6-12 do not fill out in form 8606. I’ve checked multiple times, as suggested by Intuit. No luck. This is frustrating.

D

dmertz

Employee

There is likely nothing wrong with your entries.

Lines 6 through 12 are blank, indicated by asterisks next to lines 13 and 15 and a note at the bottom of Part I, because TurboTax is using Worksheet 1-1 of IRS Pub 590-B to calculate the taxable part of your IRA distribution:

https://www.irs.gov/pub/irs-pdf/p590b.pdf

If the IRS questions your Form 8606 you'll need to provide them with a copy of this worksheet by printing it separately from TurboTax. (Apparently some professional tax software automatically includes this worksheet with the filing when used, but as far as I know TurboTax does not.)

C

chimera1

I also have this problem. Can we just edit the 8606 manually to fill in lines 6-12 with the information from the worksheet? Will that information be submitted to the IRS?

It is definitely annoying when you print out your 8606 from various years to have blank spots on the form because it is in some worksheet when really that data should be included on the form.

macuser_22

Employee

@chimera1 wrote:

I also have this problem. Can we just edit the 8606 manually to fill in lines 6-12 with the information from the worksheet? Will that information be submitted to the IRS?

It is definitely annoying when you print out your 8606 from various years to have blank spots on the form because it is in some worksheet when really that data should be included on the form.

If lines 6-12 are blank then here should be a * next to line 15 which means that the calculations are done on the "Taxable IRA Distribution smart Worksheet" instead of the 8606 as shown in IRS Pub 590B Worksheet 1-1.

https://www.irs.gov/publications/p590b#en_US_2019_publink1000270091

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

T

Tax321

TurboTax, please assist. Form 8606 is not filled out correctly for Backdoor Roths. Also, if an individual is converting additional Traditional IRA funds to a Roth, this is populated correctly either.

A

AnnetteB6

If you could provide a diagnostic copy of your return then we can examine the situation in more detail.

Use these steps if you are using TurboTax Online:

Sign in to your account and select Take me to my return.
Select Tax Tools in the menu to the left.
Select Tools.
Select Share my file with agent.
A pop-up message will appear, select OK to send the sanitized diagnostic copy to us.
Post the token number here.