DanaB27
Expert Alumni

Retirement tax questions

Please follow these steps to correct your basis:

  1. Login to your TurboTax Account 
  2. Click on the Search box on the top and type “1099-R”
  3. Click on “Jump to 1099-R” and you should see the “Review your 1099-R info” screen
  4.  Click "continue" and continue through the questions.
  5. Answer "yes" to "Any nondeductible Contributions to your IRA?" if you had any nondeductible contributions in prior years.
  6. Answer the questions about the basis

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