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Level 3
posted Mar 1, 2021 12:24:17 PM

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
Expert Alumni
Mar 9, 2021 11:48:45 AM

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.

4 Replies
Intuit Alumni
Mar 5, 2021 3:35:42 PM

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.

Level 3
Mar 5, 2021 6:23:44 PM

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

Expert Alumni
Mar 9, 2021 11:48:45 AM

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 3
Mar 9, 2021 3:19:40 PM

That was what I exactly did. 

 

Thank you.