Yes, you only get this screen in the retirement section if you have a Form 1099-R with IRA/SEP/SIMPLE box checked.
You also get this screen when you are in the IRA contribution section.
If your wife never made any nondeductible traditional IRA contributions in prior years and therefore never filed Form 8606 then you will select “No” to this question.
If you didn’t make a nondeductible traditional IRA contribution for 2023 or didn’t take a distribution, then you are not required to file Form 8606. Therefore, you do not get these questions. Please see Who Must File Form 8606 for details.
If you say yes and enter a basis then part of the distribution will be allocated to this basis and will be nontaxable. This is calculated on Form 8606 (or the Taxable IRA Distribution Worksheet if lines 13 and 18 have a *).
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