DanaB27
Expert Alumni

Deductions & credits

If it was nondeductible on your 2018 tax return then you should have Form 8606 on your 2018 tax return.

 

Please follow these steps to enter your 1099-R and trigger the 8606:

  1. Click on the Search on the top and type “1099-R”
  2. Click on “Jump to 1099-R”
  3. Click "Continue" and enter the information from your 1099-R
  4. Click "continue" and go through the questions until the "Any nondeductible Contributions to your IRA?" screen and answer "Yes"
  5. Enter your basis (amount of nondeductible contributions up to 31. Dec. 2019)
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