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Roth Conversion

gb0248
Level 2

Lacerte Claims to have hours during tax season, but the service is turning to GARBAGE, I think they must now be owned by a rogue terrorist nation.

 

I am trying to get 8606 to populate properly for roth conversion and must be missing some stupid check box.

 

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qbteachmt
Level 15

You didn't explain which part won't "populate properly." It's typically an overlooked basis or ending value. Also, it matters if there is only a partial conversion, and if there is basis at all.

Have you used the help articles? Here's one:

https://accountants.intuit.com/support/en-us/help-article/retirement-tax-credits-deductions/report-c...

 

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