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Form 8606 is not calculating IRA distributions


🔍 Form 8606 is not calculating IRA distributions

The box in red must be marked on form 1099R for any amounts to carry to Form 8606, line 7.

❌ Common Errors

If Form 8606 is not calculating IRA distributions, check the following:

  1. Step 1: Review Form 1099-R

    Make sure the box in red is marked on Form 1099-R.

  2. Step 2: Confirm the carry to Form 8606, Line 7

    Marking the correct box on Form 1099-R allows amounts to carry to Form 8606, line 7.

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If you are having trouble, contact our support team:

Phone: 1-800-516-9442

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Tags: federal,form