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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.
‎June 7, 2021
11:37 AM