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Get your taxes done using TurboTax
btw my guess from what you're describing is the 2025 contribution didn't get set up as non-deductible. Your contribution should be showing on line 1 and 4 of the 8606. There is a question at the end of the "Traditional and Roth IRA Contributions" interviews questions which gives you the option if you are eligible for a deductible contribution so look out for that. Either way, make sure you've gone thru the interview questions under both the IRA contribution section as well as the 1099-R section for the rollover.
‎April 12, 2025
10:15 AM