psaund9860
Level 3

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.

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