8606 Issue for Backdoor Roth

[tccpg289]

Spouse in MFJ contributed $7,000 to a traditional IRA (non-deductible), and received a 1099-R for that amount, essentially a backdoor roth.

All items are entered on each screen. 

However, the 8606 is not populating an amount on Line 8 of Part 1.

However, on p. 2 of the 8606, part II, the distrbution is being marked as a conversion, and it is NOT coming through as taxable on the 1040.

So ultimately it is correct from a taxable standpoint, but the 8606 is wrong.

[qbteachmt]

"Essentially" a backdoor, or they also made the conversion in 2025 and this is factually a backdoor? It requires this person had $0 in any Trad IRA, SIMPLE IRA, SEP IRA and rollover trad IRA. Did you enter the 1099-R with the applicable info or the info provided from the issuer?

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