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Retirement tax questions
Hi:
So sorry I did not give you the entire info on form 8606. After realizing I missed the form 8606 in 2024, I called TT rep who helped me sucessfully get that form in 2024 so I could amend the 2024 return. Then I go to 2025 to start my return with the 2024 amended return transfer for comparison.
To my surprise, the 2025 return does not have form 8606. Thus, I went to Deductions & Credits > Traditional & Roth IRA Contributions > enter LY balance for non deductible IRA. But the 2025 return still does not include form 8606. I then go to Forms to get form 8606 which only indicates LY balnce of non deductible IRA on both line 2 and 3. No data on any lines on 2025 form 8606?
Wondering what I did wrong and tried to call TT rep a few times in this morning. Unfortunately, only 1 rep can see my screen after getting sharing code but she was not able to help, while other TT reps couln'd see my screen after geting the sharing codes? They only saw black screen on their side once entering the sharing codes? What a bad luck!
Hope the community can help me solve the mystery on 2025 Form 8606.
Appreciate.