Retirement tax questions

macuser_22 · ‎April 22, 2021

@crystalPP wrote:

I am using windows CD download version.

With your help, I have checked everything (in the deductible section and 1099-R section), but the numbers just didn't change.

When entered according to my screenshot the 8606 looks like this.

On the "Lets find your IRS basis" that is has *your* name - not your spouses name.

**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.**