rbynaker
Level 13

I'm not sure how much help I'm going to be but I may be able to give you some breadcrumbs.  ProSeries is very good at IRAs and the 8606 (in comparison, Drake software is TERRIBLE and the software is a glorified typewriter when it comes to the 8606!)

In addition to the Form 8606 (one for -T taxpayer and one for -S spouse), there are also IRA Information Worksheets that you may need to enter data into and IRA Contribution Worksheets that you may need to enter data into.  Wander around those (quite long) forms line by line to see what you need to enter (maybe prior year basis, 12/31 FMV, etc.)

I'm normally in favor of referring out work that you can't figure out but this one should be doable and you may learn a lot along the way.

Rick