mbg333182
New Member

Retirement tax questions

Spouse box 7 is T.  Primary tax payer's box 7 is J.  Both have box 2B checked (taxable amt not determined).  The 8915-E form looks like it should reflect all early distributions though related to COVID, and all the 1099-R forms were entered (and re-entered yesterday) to reflect that.  No form 8606 was generated for spouse either, even though distributions were taken from both a roth IRA & a Simple IRA.  The interview for the distributions included the contribution cost basis for the roth for both spouses, but an 8606 only generated for the primary tax payer.  I also tried to manually trigger an 8606 form for spouse, but it did not work.