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Level 4

Solved

Transfer Form from Previous Year File

Forum|Forum|5 years ago
March 1, 2021
1 reply
0 views

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?

Best answer by Cynthiad66

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.

Level 13

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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ZpTaxAuthor

Level 4

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

Cynthiad66Answer

Level 14

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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