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The TurboTax desktop calculations for Form 8606-T do not appear to be working correctly for a distribution from an IRA with previous nondeductible contributions.
Overrides don't help. The multiplier percentage for the proportion of the distribution that is nontaxable does not get calculated by TurboTax. Also, the gross distribution amount is not pulled from the 1099R.
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‎April 10, 2024
2:45 PM