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The taxable amount on Line 18 of the Form 8606

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📊 Step-by-Step Guide

Step 1: Open the Form 1099-R

Use this when you need to find the information used to calculate Line 18 of Form 8606.

Go to the Form 1099R.

Step 2: Select the Exclusion Worksheet check boxes

Use this when you need to apply the exclusion worksheet settings for the calculation.

Select both check boxes on Line 5 in the Exclusion Worksheet section.

Tags: federal,form