Form 8606 for deceased spouse

AlAnn · ‎October 2, 2019

As directed, I prepared a paper copy of From 8606 for my deceased spouse. Now how do I transfer the taxable amount (line 15c) to Turbo Tax?

macuser_22 · ‎October 2, 2019

More information needed.

As directed by who? What exactally are you trying to do? When did your spouse pass? Whose name and SSN is on the 1099-R you are trying to report? For what year?

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

AlAnn · ‎October 3, 2019

All of that has been resolved with previous postings. I am now filing my 2018 forms (after extension in April). I'm told that Turbo Tax does not support form 8606 for a deceased spouse with "basis". I was told to fill out a paper copy, out of Turbo Tax, of the 8606 for my spouse. I was directed on how to then enter the "basis" into Turbo Tax, and get it combined with mine, which I have done. The only remaining question is, how do I enter the taxable amount of RMD (line 15c) into Turbo Tax. Otherwise I will have to pay tax on the total RMD. Thanks for your help.