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G
gb0248
Level 3
February 24, 2024
Question

Roth Conversion

  • February 24, 2024
  • 1 reply
  • 9 views

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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    1 reply

    qbteachmt
    qbteachmt
    Level 15
    February 24, 2024

    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-conversion-traditional-ira-roth-ira-lacerte/L2S3pl43S_US_en_US?uid=lt0ajd8h

     

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