MarilynG1
Expert Alumni

Retirement tax questions

@littlepye Entering the 1099-R you received and specifying your non-deductible contributions are essentially two separate entries. 

 

Enter your non-deductible contributions first, then enter your 1099-R.

 

Click this link for more info on Roth Conversions

 

If you didn't get the question after entering your 1099-R asking about 'non-deductible contributions', you could delete the 1099-R and re-enter it to get this question to come up so you can enter your basis amount. 

 

Click this link for more info on Non-Deductible Contributions Converting to Roth

 

 

 

 

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