AmyC
Employee Tax Expert

Community Basics

Follow these steps:

  1. open to federal income
  2. locate the 1099-R section and edit
  3. edit the 1099-R, 
  4. continue through to summary screen showing all 1099-R forms. 
  5. continue through as the program asks a series of questions about the money. 
  6. continue until you reach Traditional IRAs, select Yes to did you make nondeductible contributions in prior years.
  7. enter the basis on Dec 31, 2024 - before you moved the money
  8. continue
  9. enter value on Dec 31, 2025 and continue answering relevant questions
  10. the 8606 will be filled in and your forms should flow
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