I agree and use Excel extensively to track quarterly income, primarily for est tax payments. This year I also have a listing of rollovers and conversions .. trying to anticipate the incoming 1099's. Hopefully the one for the NUA will show only the CB as taxable which I paid on Q1.
As for the TT generated forms, for my records, I don't actually use 'em, just prefer them to be accurate when I see them.
I appreciate your input & wonder if you'd elaborate on why you believe my missing 8606 is not a problem.
I'm on the same page, just wonder if it's verbiage in I-8606, 590-A, B or something else. Maybe it's just a minor technicality with worst case $50 fine ? If you would please.
