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Retirement tax questions
The second bullet in MarilynG1's reply seems to include my situation (the terminology is different, and that is confusing). So why didn't Turbotax carry forward the data from form 8606 that I entered the prior year? It should be obvious to Turbotax that a person who is tracking a basis for an IRA needs to have that carried forward, but it did not happen for me.
Also, I am confused about why form 1040 X did not come up when I told Tutbotax that I wanted to do an amendment. I ended up printing out forms 1040X and 8606 from other sources and sending them to the IRS by snail mail.
‎April 3, 2021
9:52 AM