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Get your taxes done using TurboTax
dmertz yes, I have the basis reported, and I have a Form 8606 in my 2023 return. I didn't contribute to an IRA in 2023. And I answered the follow-up questions, including my YE2023 balance in traditional IRAs.
My phone call with TurboTax gave me a possible culprit, and I'll address that in my next response.
March 28, 2024
3:18 PM