AnnetteB6
Expert Alumni

Retirement tax questions

If your return includes a distribution reported on Form 1099-R, go back to that section of your return where you can see the list of all Form 1099-R being included.  Then, click Continue to leave that screen without making any changes.  The question about the total value of your accounts as of December 31 should be one of the follow-up questions, which will then populate Form 8606 line 6.

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