Get your taxes done using TurboTax

DanaB27 · ‎March 22, 2025

Thank you I reviewed your token. You entered two Form 1099-Rs with code 4 but didn't indicate that they were inherited IRAs. When indicated that they were inherited IRA Form 8606 was removed. Please note TurboTax can only handle Form 8606 for your own IRAs and not for inherited IRAs. If your inherited IRA has a basis then this needs to be tracked on Form 8606 outside of TurboTax.

Please go back to the retirement section to edit the two Form 1099-R with code 4 and indicate they were inherited on the "Do any of these situations apply to you?" screen in TurboTax Online or on the "Did XXX Inherited the IRA from XXX?" screen in TurboTax Desktop.

Note when you click continue after entering all Form 1099-Rs you no longer will be asked for the prior year basis since you had no distributions from your own Traditional IRA.

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