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Retirement tax questions
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.
‎February 27, 2026
3:40 PM