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Form 8606 Lines 6 & 7

I am working on a 2025 tax return and have it completed.  There are nondeductible contributions & a distribution from the traditional ira.  The system appears to be taxing everything correctly but lines 6 & 7 are not populating on the form 8606.  The IRA worksheet does show the ira value as of 12/31/25 but I don't know why it is not showing on the form 8606.  Any ideas?

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3 Replies

Form 8606 Lines 6 & 7

this sounds like an issue with the 1099-R entries or supplemental questions after the 1099-R.  You should go back through that section and make sure everything is answered.  You can also try deleting and re-inputting the 1099-R again, especially if it was imported.

 

you can also check the IRA Information Worksheet in forms mode if you are on Destkop and look for anything missing or any errors.  Double-clicking on Lines 6/7 on Form 8606 should show the related forms.  For Online you may need to look at the PDF with 'all forms and worksheets'.

Form 8606 Lines 6 & 7

Thank you very much for your reply.  I have gone through the section again to make sure everything has been answered and everything appears to be correct on the IRA Information Worksheet.  I will try deleting the 1099'R and re-entering it.

 

Appreciate your help!

Form 8606 Lines 6 & 7

I deleted the imported form 1099-R and re-entered it and went through all the questions.  That all looks good but there is still nothing populating on lines 6, 7 or 12 of the Form 8606 yet on page 2 of the Form 8606 line 15a the figure is correct which is subtracting line 12 from line 7??  I am so confused.  The calculations are all correct.  Should I file the return with lines 6 & 7 being blank since everything else is correct?  I'm not sure what other option I have?

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