chimera1
Returning Member

Retirement tax questions

Yes, my 8606 has the * next to line 15. I also found the worksheet where all of the calculations are done.

 

One of the previous posts said that the worksheet is not transmitted to the IRS so I'm wondering if there is any benefit of manually filling out lines 6-12 on the 8606 so that information is transmitted to the IRS?

 

The other benefit I can see is that when you go back and look/print out your 8606, the information is right there instead of having to look up a separate worksheet.

 

I do think TurboTax should fill out these lines even if they are using the worksheet so there wasn't so much confusion.