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Roth Conversion
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gb0248
Level 2
02-24-2024
09:17 AM
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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.
1 Comment 1
qbteachmt
Level 15
02-24-2024
10:25 AM
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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:
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Don't yell at us; we're volunteers
