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📚 What This Guide Covers

In this article, you’ll learn how to address: Form 8606 is not calculating IRA distributions.

⚠️ Before You Begin

Before you make changes, make sure you understand what form/year worksheet your client is working in.

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

❌ Common Errors

If the issue isn’t resolved, confirm you’ve linked the correct worksheet relationship.

📞 Still Need Help?

If you are having trouble, contact our support team:

Phone: 1-800-516-9442

Or submit a support ticket