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Retirement tax questions
Make sure that you have marked the Form1099-R in TurboTax as belonging to your spouse and not to you, otherwise they will appear on your Form 8606, not your spouse's Form 8606. Review the IRA Information Worksheet in TurboTax and make sure that it properly shows your spouse's basis in nondeductible traditional IRA contributions.
‎April 16, 2023
5:41 PM