DanaB27
Expert Alumni

Get your taxes done using TurboTax

If your 2023 tax return doesn't have Form 8606 then it doesn't seem that you had a basis (nondeductible traditional IRA contributions) which would cause part of the distribution to be nontaxable.

 

To confirm, your line 4b on your 2023 Form 1040 shows less than line 4a?

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