mwpope Posted April 13, 2008 Report Posted April 13, 2008 I am getting an error when trying to create an e file. My client and his spouse received a 1099-R for ROTH IRA contributions made in 2006 but their allowed contributions were brought to zero due to income levels so they each pulled out the 4K and the earnings prior to 4/15/2007. The 1099 was for 5,100 with a PJ distribution code. I have shown the 1,100 on a 5329 for both of them and also on the 8606 pt III so that the earnings flow to 15b to be taxed. Is it true that if there are multiple 8606 forms that an e file cannot be created and therefore must paper file or am I missing an input or check box. I've made sure that the first form is "filer" and the second is checked "spouse." Any help would be appreciated. Quote
michaelmars Posted April 13, 2008 Report Posted April 13, 2008 are they marked one filer one spouse? Quote
jklcpa Posted April 13, 2008 Report Posted April 13, 2008 I successfully efiled a return that had 2 forms 8606 in it. TP & SP both have basis in trad IRAs and are receiving RMDs. Quote
mwpope Posted April 14, 2008 Author Report Posted April 14, 2008 do you have 5329s for both of them? Yes, both have 5329. Each form is unique for filer and spouse. Quote
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