Retirement tax questions


@fanfare wrote:

"The 8606 instructions clearly say to enter the line 15b on the 1040 line 4b and the 8915-E say to enter line 19 on the 1040 line 4b. "

 

even though it says "enter" not "include", when two forms reference the same line, you have to combine the amounts.


Where does it say that?      The Intent of the new law and 8915-E form is that 8915-E amount be used and not the 8606 amount even though the IRS instructions do not explicitly state that.

**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.**