RDpr
New Member

Retirement tax questions

baldietax

 Thank you. Found that Help Doc yesterday and was able to complete it.

Wish they would have made this a simpler process. Generate Form 8606 when inputing Form 1099-R, instead of making a 2 separate steps . The most confusing part is there is no info in the App that Form 8606 has been generated until you look inside tax summary.