tammie
Level 3

I am trying to do a form 8606 for the very first time--I have watched videos, read discussions and instructions and I'm not getting it.  I am about to tell the client to take it somewhere else unless someone with be willing to walk me through this.  I know this is a big ask at this time of year.  Things are just not working here.  I entered the 1099R data on the worksheet.  I go down to page 2 and mark B6 (client had a 10K distribution and only $5k is a conversion to Roth).  I go to form 8606; box 1 populated; zero in box 2; Then it looks like I need to start completing lines 6-12.  I click on any of those lines and there is a link which takes me to the 1099R worksheet Box 1.  I think that the data should populate on 8606 but it is not.   I don't know what I am supposed to get from box 1 on 1099R--that's where I started.  I am completely frustrated.  Could any one help?

0 Cheers