PT313
Returning Member

Retirement tax questions

Oh Dona, I forgot to answer your question regarding clicking on "continue". Yes, of cause I had to click on "continue" to get the 1099-R created. I have successfully created 5 1099-R forms in various ways. However, none of their creation processes got me into the 8606 form because I have never encountered the page which asking "Any nondeductible Contributions to your IRA?