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?
You'll need to sign in or create an account to connect with an expert.
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.
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.
Would the "appropriate information" allow me to select a particular tax form?
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.
That was what I exactly did.
Thank you.
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
tonyych
New Member
question_tax2025
Level 1
TomG1
Returning Member
RuelP
Level 2
Wulin
New Member