1577670
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Form 8606 calculations

The TT online version appears to be calculating the taxable amount on form 8606 differently than the download version of TT.  Can this discrepancy be explained, or is there a way to view the line item entries in the online version?  

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies
dmertz
Level 15

Form 8606 calculations

The difference would only be explained by user-entry differences.  Both versions use the same calculation engine.

 

Make sure that you have clicked the Continue button on the Your 1099-R Entries page and made the same entries on each of the pages that follow.

 

In the online version Form 8606 can only be viewed by downloading the pdf after paying for TurboTax.

Form 8606 calculations

The inputs are identical.  I checked them twice.  The online version calculates a lower taxable amount than the download version.  The only way to resolve is to be able to see the 8606 line item entries in the online version.  Possible?

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question