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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:
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Step 1: Review Form 1099-R
Make sure the box in red is marked on Form 1099-R.
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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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