tc51
Level 1

Get your taxes done using TurboTax

The 2018 contribution was filed as a Roth IRA contribution therefore it was not deducted (but technically for the wrong reasons).  For 2019, I received a 1099-R indicating the conversion took place so I am needing the TY2018 8606 basis to justify not having to be taxed on the 1099-R conversion.  It seems like what you have mentioned here should be my course of action:

 

File a TY2018 Form 8606 indicating my basis in the Traditional IRA.

 

Thank you for your help.