- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
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."
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.
March 17, 2024
9:44 AM