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Retirement tax questions
My lines 16-18 in form 8606 were also blank for 2020. Here is how I fixed it when comparing things to my 2019 forms, where everything worked fine:
- Go to View>Forms
- Go to your form or forms (if the spouse has one too) 1099-R, page 2.
- Mine had box B1 checked. Uncheck box B1. TurboTax allows you to do that.
- Unchecking B1 should automatically populate your box B4.
- Click also box B5.
- Now go to form or forms 8606. Lines 16-18 should be populated.
March 28, 2021
7:52 AM