psaund9860
Level 3
02-21-2021
11:42 AM
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Form 8915-E; Part III, line 12; mentions Form 8606 if required. What if the client is not required to file Form 8606 for a ROTH Distribution; it says go to Line 15. There is NO mention of computations for Part I, line 3 for a Roth Distribution. Just as a attempt to get a figure for 8915-E; Part III, line 13 I tried completing the 8606. When I bring up 8606 for the taxpayer and his wife, who both have Roth distributions, and do all the computations, the 8606 does not do any computations to get a figure for Form 8915-E; line 13.