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Mom has basis in her IRA's and form 8606. She inherited son's with a small basis. I already had to manually put in the numbers on both 8606's. ATX says that filer is limited on one 8606. Do I just mail the return? There are 12 1099 R's and it amounts to a tax savings of $37. What a pain.

 

Posted
1 hour ago, NECPA in NEBRASKA said:

Mom has basis in her IRA's and form 8606. She inherited son's with a small basis. I already had to manually put in the numbers on both 8606's. ATX says that filer is limited on one 8606. Do I just mail the return? There are 12 1099 R's and it amounts to a tax savings of $37. What a pain.

 

Yes, I believe you'll have to paper file.  Yes, what a pain.  :(

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