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Retirement tax questions
OK, hopefully my last question!!!! (And Thank you.) I ran it like you discussed, which gave a $0 taxable draw on my wife's IRA for 2020. However, it then dropped the 8606 tracker of the post tax (nondeductible) contributions (the 8606S form). My 8606T stayed, as I had another IRA that I stopped in march, but did not repay, so there was some withdrawals that were taxable and it prints the 8606T for this form. My question, will the 8606(S) reappear automatically next year when we resume RMD's from both our brokerage accounts (the 8606T definitely will)? It is a complicated form (at least to me) and I would not want to have to reenter the data from many years past to reestablish it.
‎February 3, 2021
6:30 AM