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Retirement tax questions
Please follow these steps to correct your basis:
- Login to your TurboTax Account
- Click on the Search box on the top and type “1099-R”
- Click on “Jump to 1099-R” and you should see the “Review your 1099-R info” screen
- Click "continue" and continue through the questions.
- Answer "yes" to "Any nondeductible Contributions to your IRA?" if you had any nondeductible contributions in prior years.
- Answer the questions about the basis
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February 14, 2021
8:50 AM