PCD21
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Thanks for your response. The reason I understand I needed to file the 8606 is because of the instructions for Part II. Am I reading this incorrectly?
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Thank you. I will give that a try.Regarding my last question, our RMDs and the rollover to Roth distributions were included on a single 1099 from Schwab; so the...
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Just a final follow up comment. I see that TT prepared Form 8606s for my wife and I and TT put the correct amounts on Line 16. That is the correct place for our...
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I am using the desktop Home & Business version, but I never saw the screens you sent. So I never entered any amount in the Incorrect Early Distributions box. An...
Activity Feed for PCD21
- Posted Re: Form 8606 wasn't filed on Get your taxes done using TurboTax. Sunday
- Posted Re: Form 8606 wasn't filed on Get your taxes done using TurboTax. Sunday
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- Posted Form 8606 wasn't filed on Get your taxes done using TurboTax. Sunday
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- Posted Re: Form 5329 - TT only prepares form for one spouse on Get your taxes done using TurboTax. March 8, 2024 1:00 PM
- Posted Form 5329 - TT only prepares form for one spouse on Get your taxes done using TurboTax. March 8, 2024 12:10 PM
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- Posted Re: Cannot access state tax software on State tax filing. December 16, 2023 8:23 AM