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Retirement tax questions
Did your spouse either make a new non-deductible Traditional IRA contribution, take a Traditional IRA distribution (have a 1099-R) or do a conversion to a Roth IRA? If not then there should NOT be a new 8606-S.
Also, if one of the above does apply then you might have not indicated that the contribution or 1099-R was for the spouse and it went on a 8606-T instead.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎June 30, 2019
2:37 PM