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Broken link: IRA Info Worksheet to
IRA Information Worksheet line 18 (Combined value of all traditional IRAs) does not populate Form 8606 line 6 (Combined value of all traditional IRAs).
Those of us who saved more than what was deductible years ago will have a Taxable Amount of IRA distributions less that what is reported on our 1099-R. This broken link results in the Taxable Amount being too high. It also affects Form 8606 line 14 the basis for 2023 and earlier years.
Please update.
‎February 2, 2024
2:34 PM