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Retirement tax questions
You must click the Continue button on the page that lists the Forms 1099-R that you have entered, indicate that you made nondeductible traditional IRA contributions, click the EasyGuide button when it is presented, then make a box that you rolled over after-tax money from an employer plan (even though it might be asking for such amounts for a previous year) , then indicate the after-tax amount that rolled over to your traditional IRA and provide explanation. TurboTax will include this amount on Form 8606 line 2 as an adjustment to your basis.
‎January 25, 2025
8:26 PM