jameshohner2159
Returning Member

Basis for spouse non-ded regIRA contrib not carried forward to 2019. Problem began in 2017 TT. I had to enter 2018 beg basis manually into 2018 TT.

TT 2017 did not carry spouse nondeduct IRA contributions basis forward to 2018.  TT 2018 asked for explanation why the carryforward basis I entered did not match its record (which was $0).  There was no basis used by spouse in 2017 or 2018 as all spouse RMD$ were covered by QCD.  On the both 2017 and 2018 "IRA Information Worksheets"  lines 1 showed the spousal beg basis amounts, but lines 3 (carryforward amount) showed $0.  Neither year required a Form 8606 filing for the spouse as no additional basis was added and none was used.