dmertz
Level 15

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.