Miike
New Member

Retirement tax questions

"After you have entered the Form 1099-R reporting the Traditional IRA distribution and conversion to the Roth IRA, there will be follow-up questions that ask if you ever made and tracked non-deductible contributions.  This is where the basis information is entered so that only the earnings will be taxed."

 

@AnnetteB6 


Thanks.  I found it!!  What I missed before (perhaps this can help others):
When the dialog returns to 'Your 1099-R Entries' after the first round of questions, the continue button will fire off another set of questions.  My expectation was that it would've asked during the initial set of questions.