8606
- Form 1099-R – Cost Basis
- Form 1099-R – Early Roth IRA Distribution
- Form 1099-R – Entering Basis of Nonqualified Distributions
- Form 1099-R – Roth IRA Converting From a Traditional IRA
- Form 1099-R – Roth IRA Distribution
- Form 8606 – Entering IRAs in Program
- Form 8606 – Inherited IRA
- Form 8606 – Lines 6-12 Not Populating
- IRA – Distribution Explanation Attach Statement
- IRA – Excess Contributions
- Preparer – Form 8606 Client’s Address and Prep Information Do Not Populate
- Recharacterization #1 – Traditional IRA Contribution Recharacterized to Roth IRA Contribution
- Recharacterization #2 – Roth IRA Contribution Recharacterized to Traditional IRA
- Red Alert – E-Filing Inherited IRA