DanaB27
Expert Alumni

Get your taxes done using TurboTax

Can you verify that your Form 1099-R entry has the IRA/SEP/SIMPLE box checked? If you imported/uploaded the Form then you might need to delete it and enter it manually.

 

I assume you also didn't get the "Any nondeductible Contributions to your IRA?" screen after you entered all Form 1099-R and clicked "Continue"?

 

  1. Click on "Search" on the top right and type “1099-R”  
  2. Click on “Jump to 1099-R”
  3. Click "Continue" and enter the information from your 1099-R
  4. On the "Review your 1099-R info" screen click "Continue"
  5. Answer "Yes" to "Any nondeductible Contributions to your IRA?" if you had any nondeductible contributions in prior years.
  6. Answer the questions about the basis from line 14 of your 2023 Form 8606 and the value of all traditional, SEP, and SIMPLE IRAs

 

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