Hello fishes, I am filing my tax return using hrblock premium. I have made contributions to nondeductible ira and then converted to roth ira (backdoor). the form 8606 asks these questions, but the questionnaire doesnt ask about whether I have converted. does anyone have experience with form 8606? which tax return software does this properly?

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Send over $500 and I’ll take care of your return for you.

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I'll do it for $300 😂

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I’m pretty sure any software would not flub a Roth conversion, which leaves only one other option 😄

So start at the beginning…did you contribute AND convert in 2021? Look very closely at Line 3 of the 8606 and go from there

Yea I know what u mean but I
Don’t see anything wrong .. maybe I will try another software

I literally had the exact same fact with one of my clients. Majority of form 8606 should be blank. Your contribution would be considered non deductible (nothing should show up on schedule 1 part 2 related to the IRA contribution) and the rollover to a Roth should not be taxable. You should also have received a 1099R with code 2.

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