dws2
New Member

Rollover and form 8066

I rolled-over my IRA distributions for 2020 but because I previously made non deductible contributions the software wants to calculate the taxable portion of the distributions on form 8066. It does not show the distributions as rolled over so the calculation is showing as taxable income in 4b rather than a roll over. The only way to show the rollover on 8066 is to override the distribution column but the software does not like this.