Retirement tax questions


@chimera1 wrote:

I also have this problem. Can we just edit the 8606 manually to fill in lines 6-12 with the information from the worksheet? Will that information be submitted to the IRS?

 

It is definitely annoying when you print out your 8606 from various years to have blank spots on the form because it is in some worksheet when really that data should be included on the form.


If lines 6-12 are blank then here should be a * next to line 15 which means that the calculations are done on the "Taxable IRA Distribution smart Worksheet" instead of the 8606 as shown in IRS Pub 590B Worksheet 1-1.

https://www.irs.gov/publications/p590b#en_US_2019_publink1000270091

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**