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8606 Line 7 should not contain Roth conversion dollars from a trad IRA distribution in it.
How do I tell TT not to include Roth conversion amounts from a Trad distribution on 8606 line 7? TT asked about charitable QCD amounts but does not ask for Roth conversion amounts which should be reported on 8606 line 8 separately. The result is my 8606 line 7 is overstated and line 8 is blank. Thanks for helping me with this puzzle.
March 26, 2024
5:03 PM