Separate Form 8606 for non spouse inherited IRA with basis

MBS · ‎04-20-2020

How do you access in order to prepare a separate Form 8606 within ProSeries for a distribution from a non-spouse inherited IRA with basis?

rbynaker · ‎04-20-2020

I think ProSeries will only support one 8606 for taxpayer and one 8606 for spouse. Hopefully they will expand this in the future since we're seeing a lot more inherited IRAs with basis. You may be able to fill it out manually and attach a PDF to the return to still efile but I haven't tried it.

MBS · ‎04-21-2020

Thank-you for your help with this matter.

Separate Form 8606 for non spouse inherited IRA with basis

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