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New Member
posted Oct 2, 2019 7:23:12 PM

Form 8606 for deceased spouse

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?

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2 Replies
Level 15
Oct 2, 2019 7:39:33 PM

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?

New Member
Oct 3, 2019 5:49:23 AM

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.