Question

how do i correct the form

Forum|Forum|1 year ago
March 8, 2025
1 reply
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i need to correct the total IRA value in form 8606, how to do it?

To correct the value of all of your traditional/SEP/SIMPLE IRAs on December 31, 2024 go back to the retirement section:

Click on "Search" on the top right and type “1099-R”
Click on “Jump to 1099-R”
On the "Review your 1099-R info" screen click "Continue"
Continue until you see the "Tell us the value of your traditional IRA" screen and edit the value

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