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Retirement tax questions
Thanks for the quick response. Is amending the 8606 able to be accomplished using TurboTax or will I need to complete it by hand? Even if I do amend the 8606, I don't believe it will solve my other issue though. For some reason, TurboTax is not carrying forward the basis from 2022 and is saying my basis is $0. Is there any way to rectify this issue or should I just submit an explanation along with my return saying the basis I am reporting is correct and was present on my 2022 return (after I correct it).
March 31, 2024
9:39 AM