It depends. TurboTax often does this, and it can be confusing. If Line 15a shows the right taxable amount but Lines 6 and 7 are blank, TurboTax is using the Taxable IRA Distribution Worksheet from IRS Pub. 590-B instead of doing the math directly on Form 8606. If the calculations are correct, then TurboTax is using the worksheet, which is perfectly fine.
Angela, just to be sure your 2024 amendment is correct, perform these steps.
- Go to Deductions & Credits > Retirement and Investments > Traditional and Roth IRA Contributions.
- Follow the screens until you see: "Any nondeductible contributions to your IRA from 2024 or prior years?"
- Select Yes.
- Enter your Total Basis as of Dec 31, 2024
Regarding the print error. If you are working in TurboTax online, go to tax tools>tools>print center. Here, see if this will allow you to print your forms. If working in the software, go to the file button in the top left of the return and select print. See if these will bypass the printing error.
@missya2j
@angela829
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