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Returning Member
posted Feb 5, 2023 2:02:50 PM

Is the process for generating form 8606 for an IRA Required Distribution working? I can't seem to get it to calculate how much of my RMD is taxable...

I have the 8606 from last year and the help suggests that it will generate that for this year, but it's not happening.  Please advise whether I should expect it to calculate my new 2022 basis and the reduction the taxable amount.  Thank you.

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4 Replies
Level 15
Feb 5, 2023 2:50:02 PM

Did you click the CONTINUE button?

Returning Member
Feb 5, 2023 5:48:25 PM

Yes, I entered continue.  No luck

Level 15
Feb 5, 2023 6:43:03 PM

after entering a 1099-R there should be a question as to whether you ever made non-deductible contributions.

Returning Member
Feb 6, 2023 7:02:51 AM

Armed with the encouragement from this forum that says IT SHOULD WORK, I erased the relevant 1099-R and re-entered it and this time got to the right result.  Thanks all.  Obviously there was a finger check somewhere that I couldn't find.