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Retirement tax questions
"... but will allow entry of the pro-rated basis so that it is correctly subtracted from the distribution."
That's incorrect. TurboTax allows you to enter the taxable amount, not the nontaxable amount.
It seems to me that e-filing and then mailing the externally prepared Form 8606 separately is likely to trigger an underreporting notice from the IRS because they won't be processed together.
‎October 8, 2023
2:36 PM