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Turbo Tax Premier 2018 Error. It is filing form 8606 for my wife using her Teachers Retirement Pension and changing her cost basis. No RMD until 2019. How do i fix?

 
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dmertz
Level 15

Turbo Tax Premier 2018 Error. It is filing form 8606 for my wife using her Teachers Retirement Pension and changing her cost basis. No RMD until 2019. How do i fix?

TurboTax would only report this on Form 8606 if the IRA/SEP/SIMPLE box on TurboTax's 1099-R form was inadvertently marked.  Either edit the 1099-R in TurboTax and make sure the IRA/SEP/SIMPLE box is not marked (in agreement with the Form 1099-R provided by the payer) or delete and reenter the 1099-R.

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dmertz
Level 15

Turbo Tax Premier 2018 Error. It is filing form 8606 for my wife using her Teachers Retirement Pension and changing her cost basis. No RMD until 2019. How do i fix?

TurboTax would only report this on Form 8606 if the IRA/SEP/SIMPLE box on TurboTax's 1099-R form was inadvertently marked.  Either edit the 1099-R in TurboTax and make sure the IRA/SEP/SIMPLE box is not marked (in agreement with the Form 1099-R provided by the payer) or delete and reenter the 1099-R.

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