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bit more context is probably needed to help

 

so to confirm, you haven't contributed since 2013 but you had a basis from pre 2013?  Have you been filing 8606 annually, was there an 8606 in your 2023 file for TT to rollover? 

 

When you say "the worksheet" - are you using the interview steps under Deductions & Credits section in EasyStep for "Traditional and Roth IRA Contributions" which will ask for prior year basis.

 

can you clarify what else was happening to your IRA and on Form 8606 - did you have a distribution or IRA conversion?  If changing the basis impacted your taxes then I would think it's recalculating a distribution based on the updated basis (which would reduce taxable amount on that distribution and increase your refund).  If not are you just trying to file 8606 with your basis that didn't change in 2024?

 

what version of TT are you using - desktop (win or Mac?), or online?