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Transfer Form from Previous Year File

While using interview mode I answered mistakenly "No" to a question if I track my after tax contributions. When I tried to walk back I noticed that, as result, TT deleted my previous year form 8606.

 

Is there way to transfer only that form again from my previous year file?

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1 Best answer

Accepted Solutions
Cynthiad66
Expert Alumni

Transfer Form from Previous Year File

No.  You cannot just transfer the Form 8606 from the prior year.  However, if for some reason it did not transfer or disappeared, you can then just enter the correct carry-over basis when the interview asks for it.

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4 Replies
EbonyA
Intuit Alumni

Transfer Form from Previous Year File

The Turbo Tax system automatically transfers the entire return upon attempting to file a new return each year; in this specific case, you will need to revisit the section in question, answer 'yes' and re-enter the appropriate information.

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Transfer Form from Previous Year File

Would the "appropriate information" allow me to select a particular tax form? 

Cynthiad66
Expert Alumni

Transfer Form from Previous Year File

No.  You cannot just transfer the Form 8606 from the prior year.  However, if for some reason it did not transfer or disappeared, you can then just enter the correct carry-over basis when the interview asks for it.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Transfer Form from Previous Year File

That was what I exactly did. 

 

Thank you.

 

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