Form 8606

Regarding Form 8606:

1. Instructions require separate Form 8060's for myself as Taxpayer and my wife as Spouse.

2. Turbotax generated one 8606 for myself as Taxpayer. It shows my Traditional IRA to Roth Conversion + my wife's Roth conversion as a combined USD number.

3. How do I add my wife's 8606 with the correct USD value, and change my 8606 USD value?

posted

Please make sure when you enter the Form 1099-R that you indicate on the "Verify the Owner of This 1099-R" screen who the form belongs to.

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I want to continue tracking my roth IRA basis in 8606. I have tracked this in lines 22 and 24, but it is not populating. How do I populate these fields in the 8606?

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Form 8606

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