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Get your taxes done using TurboTax
Thanks. I had figured I needed to amend the 2019 return to add the 8606 and your instructions were helpful in doing that. But, even splitting the 1099r into two separate transactions, I STILL show a taxable amount of over $3000 when I view the preview. This ONLY happens when I add the second $7K in or when I put the pull the $14K in by downloading the 1099r. I still need a fix for how to enter separate transactions so that TT recognizes them as a 2019 and 2020 contribution in my 2020 tax filing. Help?! I've been trying to nail this for three days UGH!
‎February 20, 2021
2:53 PM