Retirement tax questions

She should have reported the nondeductible traditional IRA contribution for 2021 on the 2021 tax return. TurboTax should have created the 2021 Form 8606 with the basis on line 14 to enter into the 2022 tax return. 

If she moved the funds from the traditional IRA to Roth IRA in 2022 (conversion) then she should have gotten a 2022 Form 1099-R which has to be entered into TurboTax for the 2022 tax return with the steps below. If she only converted the contribution from 2021 then Form 1099-R should show $6,000 (assuming there were no earnings or losses). If she converted the contributions for 2021 and 2022 in 2022 then her Form 1099-R should show $12,000 (assuming there were no earnings or losses).

1. Click on "Search" on the top right and type “1099-R”  
2. Click on “Jump to 1099-R”
3. Click "Continue" and enter the information from your 1099-R
4. Answer questions until you get to “Tell us if you moved the money through a rollover or conversion” and choose “I converted some or all of it to a Roth IRA”
5. On the "Review your 1099-R info" screen click "Continue"
6. Answer "yes" to "Any nondeductible Contributions to your IRA?" if you had any nondeductible contributions in prior years.
7. Answer the questions about the basis from line 14 of your 2021 Form 8606 ($6,000) and the value of all traditional, SEP, and SIMPLE IRAs

If she makes a $6,000 nondeductible contribution for 2022 then she will enter it with these steps into TurboTax for the 2022 tax return:

1. Login to your TurboTax Account 
2. Click on "Search" on the top right and type “IRA contributions” 
3. Click on “Jump to IRA contributions"
4. Select “traditional IRA”
5. Answer “No” to “Is This a Repayment of a Retirement Distribution?”
6. Enter the amount you contributed $6,000
7. Answer “No” to the recharacterized question on the “Did You Change Your Mind?” screen
8. Answer the next questions until you get to “Any Nondeductible Contributions to Your IRA?” and select “Yes” if you had a nondeductible contribution before this tax year.
9. Enter your basis in the Traditional IRA from your 2021 Form 8606 line 14 (if you had a basis in the prior year)
10. On the “Choose Not to Deduct IRA Contributions” screen choose “Yes, make part of my IRA contribution nondeductible” and enter the amount (if you have a retirement plan at work and are over the income limit it will be nondeductible automatically and you only get a warning and then a screen saying $0 is deductible).

If she didn't convert the contribution for 2022 in 2022 then she will have a $6,000 basis on the 2022 Form 8606 line 14 to carry over to 2023.