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gernaz
New Member

Adjusting IRA basis on joint return for 2023 TY (TT Deluxe/Windows)

Following answers to other posts I tried to create an explanation for taxpayer and spouse separately as follows:

Open form > Search for 8606 > Choose (T)axpayer or (S)pouse
If basis has been adjusted...Quickzoom

Then enter a separate explanation for each, so far so good.

Now I save and print the tax return as a PDF (all forms and worksheets). There's only a single "Blank form" with "IRA Basis Change" containing only the explanation lines for Spouse, but with the joint names of Taxpayer & Spouse at the top. When I go back to the tax return both Explanations are still there. 

How do I get both explanation statements to print? Or do I need to just bite the bullet and put all the explanations in one form and hope for the best?

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1 Reply
CatinaT1
Expert Alumni

Adjusting IRA basis on joint return for 2023 TY (TT Deluxe/Windows)

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