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Retirement tax questions
I am unable to follow those steps on the online version of TurboTax - it seems that they are for the desktop version of the software? However I opted to purchase the desktop software so I could have access to the worksheets and see where the error was occurring. I imported my return details from the online version, and even though I had entered $6000 as my basis for 2022 this was not being used on the 8606 form work sheet. I went through the process numerous times of deleting all my 1099-R forms and reentering all the details include entering the 2022 basis, but for some reason the online version never uses my 2022 basis correctly.
Using the desktop version I have entered the exact same details and it is using my 2022 basis correctly, which I can see on the worksheets.