- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Another thought: I think that TurboTax has a bug (which I reported years ago and was never corrected) that results in TurboTax losing your carryover basis under some circumstances. Perhaps something about your 2022 tax return results in this being one of those cases. Since you have the download version of TurboTax, examine your 2022 tax return closely to see if the Form 8606 and the basis information on the IRA Information Worksheet makes sense.
March 31, 2024
2:45 PM