"I need an answer from an Intuit Program Specialist ASAP"

You won't get that here. We are users of the software that volunteer to help other users.

It's a 2-step process.  You have to enter the non-deductible Traditional IRA contribution, then you enter the conversion.

ProSeries scatters this stuff all over.  Things to look for:

- Sch 1 should be a good starting point to zoom down to the Trad IRA contribution.  You may also need to find a box for the FMV of IRAs on 12/31/24 and enter 0.  Double check your IRA Info Wks fields to make sure there aren't any bad entries there (if you've been playing with this for a while you might have tried putting things in various boxes, I know I would!)

- On the 1099-R I think you scroll down a bit to find some checkboxes for Roth Conversion.

Beyond that, everything should flow.

I don't have a computer in front of me so I didn't check your line # references (just trying to help from my phone while on vacation!)

Rick

Hello Rick, I have done everything that you stated in our reply. I was on Tel for 3 hours today with Intuit tech who was working with me on a sanitized file and also communicating with another Tier2 Intuit person. Both of them also could not get me a correct Form 8606 with the $7000 flowing on the correct lines as it should. They both know that Intuit was giving a totally wrong 8606 form, but they could not help it anymore. I need someone at Intuit who may be a program specialist and can look into why the numbers do not flow to the correct lines on Form 8606, even though all data is entered correctly on Form 1099-R, IRA Contributions Worksheet, and Form 8606.

It was nice of you to reply from your tel even though you are on vacation, but if you get a chance and get in front of a computer, you can look into the issues I am facing. Thank you.

I found these answers:

1. Enter the traditional IRA contribution on the IRA worksheet

2. It then flows naturally to form 8606

3. Enter 1099-R Worksheet, make sure IRA box is checked

4. Scroll down to B-5, check that box that rolled over to Roth

I believe there is an error in program as it only works correctly for me, if the client is MFJ and has a 401k at work. If that is true for your client it will work properly. I just override the 1040 taxable amount for my clients not in that category, and disable error checking to e-file.

@qbteachmt  the link you gave is for ProConnect, and question was posted in ProSeries

Thanks @Terry53029 

I usually catch that mix up. And thanks to Intuit for using "ProConnect" for this community as well as a named product, so the two are often treated as equivalent.

I understand that there is an error in the program, and it prepares the wrong Form 8606. We don't pay top price to Intuit for their program, and then manually have to override our entries to get a correct Form 8606. This is not fair at all.

I have talked to Intuit techs many times, and they have worked on my client's sanitized file at their end, but they are also not able to correct this problem, so I am convinced that there is an error in the Intuit ProSeries program for Form 8606.

I am late to the parade and I may have misread something here, but this is my take:

1. A nondeductible IRA was made in 2025 for 2024 - Have you read the instructions for 8606?

2. Look at the bold item between lines 3 & 4 

e.g. Everything from that line up to line 14 should be blank cuz the answer is NO and you skip Part I

The Conversion is in 2025 and will be shown on that return and this 2024 return is establishing the basis to show on the 2025 form. 

P.S. You keep saying "wrong Form 8606" do you mean "incorrectly prepared 8606" I first read the statement and thought it was doing a form for the spouse and not the taxpayer. 

I think in this case the taxpayer may be paying top dollar for a tax preparer and they are one being shorted. Also Support apparently did not clearly get the information needed to tell you that YOU are wrong and the program is correct.  Sorry if this sounds offensive, but I have had a bad year and have become more reactive to things then I have in the past. Please let me know if I am wrong. 

OP told us: "the contribution was not made from 1/1/25 to 4/15/25"

Both actions were taken in 2024, apparently.

The two worksheets send data to the forms. Do the IRA worksheet, the 1099-R worksheet, checkmark that it's rollover/conversion and then look at Form 8606.

Sorry, guess I misread. Maybe OP checked the wrong box, making the contribution rom 1/1/25 to 4/15/25?

I have clearly mentioned in my original post:

TP made a nondeductible IRA contribution of $ 7,000 in 2024 and converted the same $ 7,000 into a Roth IRA in 2024. IRS balance as of 12/31/2024 is zero.

I have done all the inputs very correctly and even though the Intuit Proseries techs (8 people) have worked on sanitized files, they cannot produce a correct Form 8606. I am so frustrated.

Since there is no amount on line 4 (which is zero), line 4 minus line 4 should be 7000 but the Form 8606 does a wrong math calculation and gives zero on line 5.

All other lines then give wrong data on Form 8606.

This is a very common form, and I'm wondering if anyone in the community has faced this problem with Intuit ProSeries.

I used two other online free programs to check how they prepare the Form 8606, and both of these other free programs prepare a perfectly correct Form 8606.  I am concerned why Intuit Proseries has this glitch in their program, and I am waiting for the answer.

Delete the form 8606, the 1099-R, the worksheets as if you started on the wrong client for these activities. Start over with the worksheets and then look at the form fresh. Sometimes there is a data entry in some weird place.