SLKisling
Returning Member

Retirement tax questions

No, it seems like a simple broken link: If I double-click on line 6 of Form 8606 it takes me to line 18 of the IRA Information Worksheet. The entry I made there is not carried over to Form 8606. Similarly, "QuickZoom to enter the year end traditional IRA value" takes me to line 18 of the Worksheet, but again... that value does not populate line 6 of the 8606 as it should.

This is a Mac, remember, and there's far fewer people running TurboTax on this platform than on Windows. Additionally, there's likely very few people affected, since most people's Taxable Amount of their IRA distribution is the same as what's shown on their 1099.