dmertz
Level 15

Retirement tax questions

The answers influence the preparation of Form 8606 and the results from Form propagate to the IRA Information Worksheet.  The worksheet is internal to TurboTax as part of your records.  It is not part of your filed tax return.  When needed, information from the worksheet is used to prepare your filed tax return, particularly Forms 8606 and 5329 that depend on details carried forward from past tax returns.  The IRA Information Worksheet is similar to TurboTax's Carryforward Worksheet but exclusively carries information specific to your IRAs.  If married filing jointly, each spouse will have a separate IRA Information Worksheet (which is why it's separate from the Carryforward Worksheet which carries joint information).