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Retirement tax questions
Thanks Amy C. A TurboTax "tax expert" I was talking to through live chat named Marilyn S told me I do NOT need to submit the 8606 forms for previous years, which sounded wrong and you confirmed it was wrong, and when I told her that another TurboTax export told me I did need to submit forms and asked Marilyn S how to do that, she stopped answering my questions until our session timed out! Can you tell me how to submit the 8606 for previous years using the software?
March 21, 2024
4:38 PM