Get your taxes done using TurboTax

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@bh-dolla wrote:

 

Questions:

Do I need to amend my 2018 return for all of this to work out?

 

 

I attempted to follow your steps, but I never got turbotax to ask if I had any tracked non-deductible contributions.  Here's what I did:  

No. You do not need to amend 2018, but you do need to report the 2018 non-deductible contribution on a 2018 8606 form that can be filed by itself.   Enter the non-deductible contribution on line 1.  Any prior year non-deducible contributions on line 2.  The total of  1&2 on line 3 and 14 and mail to to the same address that a 1040 would be mailed.

2018 form https://www.irs.gov/pub/irs-prior/f8606--2018.pdf

2918 instructions https://www.irs.gov/pub/irs-prior/i8606--2018.pdf

where to mail https://www.irs.gov/filing/where-to-file-addresses-for-taxpayers-and-tax-professionals-filing-form-1...

That part of the interview comes after the 1099-R summary screen (where it asks if you have another 1099-R to enter) - select continue and keep going.