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@DanaB27 


Thank you.  

So step 7 I would put $5k for our non deductible contribution, and where would we input the remaining $14k, when it asks for the basis for December, 2021?  I’m just confused bc you mentioned prior years. In 2020 we had a basis of $0, for 2021 we had a basis of $14k.  We also only put her contribution of $14k not her total after gains correct?

 

thank you