Retirement tax questions

Also, is this a joint return?   If the 8606 is a 8606-T (Taxpayer) then is the 1099-R for the first listed person on a joint return?

 

You would see what you are getting if the contribution was made for one spouse and the 1099-R entered for the other spouse.

**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.**