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taxn00b123
Level 2
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  • Solved Re: Form 8606 Part 2

    Sorry Dana - one last question. I'll have to file an amended 8606 and I can file it alone or with the 1040x. I decided to go with the 1040x thinking I can just ...
    taxn00b123
    1
    Updated Apr 25, 2025

  • Solved Re: Form 8606 Part 2

    Dana - I figured it out. I skipped over the "combination of things" which was inclusive of conversion. That was my dumb mistake. Thankfully, its all non-taxable...
    taxn00b123
    Updated Apr 25, 2025

  • Solved Re: Form 8606 Part 2

    It was a code 2 for exception. I deleted and re-entered a couple of times but the questions regarding if its a conversion still won't pop up. I'll probably try ...
    taxn00b123
    2
    Updated Apr 25, 2025

  • Solved Re: Form 8606 Part 2

    Hi Dana - Thank you for the reply. I had my 1099-R imported from my brokerage and these questions seem to have skipped. I do remember these popping up generally...
    taxn00b123
    4
    Updated Apr 25, 2025
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