@HeatherPLO
Good morning Heather.
Maybe you can shed some light on my issue related to this topic. Specifically, my Traditional IRA Basis did not transfer from my 2020 return to my 2021 return. This information is found in the worksheets, specifically the IRA Information Worksheet.
Our last Traditional IRA contributions were in 2016 and, of course, I have my Forms 8606 from 2016. Every year starting in 2017 (through 2020) TT notes our total basis on line 1 of part 1 of the IRA Information Worksheet. That worksheet is missing in 2021 when I download the pdf file.
Please look into this issue and advise.
Thank you.
