lisaschacht
Level 1
03-13-2023
03:50 PM
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Input all IRAs into program and added Value of all IRAs figure. Will not create Form 8606. Does anyone know why?
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itonewbie
Level 15
03-13-2023
05:06 PM
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Follow the instructions in this article. ProConnect Tax works the same way as Lacerte, which is the engine under the hood:
Just substitute the following:
- Screen 24, Adjustments to Income: Deductions > Adjustments to Income
- Screen 13.1, Pensions, IRA Distributions: Income > Pensions, IRAs (1099-R)
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