dmertz
Level 15

Get your taxes done using TurboTax

Did you fail to mark the IRA/SEP/SIMPLE box on one of the Forms 1099-R from these traditional IRAs?

 

If a Form 1099-R provided by the payer does not have the IRA/SEP/SIMPLE box marked, the distribution is not from a traditional IRA and does not go on Form 8606.

 

Does the amount differ by the amount shown on one of the Forms 1099-R?  If so, that's the form to look at.