@PeteHTX wrote:
Then I went to Forms view, to form 8606-S (spouse) and noticed her $7000 was not entered in line 1. I backtracked to the IRA Contribution Worksheet, and noticed that Line 1 under the Spouse column was blank. I entered $7000 in Line 1 under spouse, and TT populated the rest of the worksheet appropriately. Then I went to the 1040, and saw that all of the $14,000 was listed under the non-taxable column, and $0 in the taxable. (I did the manual calculations on forms 8606 using cost basis to verify that our taxable amounts are indeed $0.)
That sounds like a user error for not properly entering the non-deductible contribution for the spouse. I have go through this situation probably a hundred times answering questions and have found no bugs in this area.
**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.**
