kcf2112
New Member

Retirement tax questions

That might be a bug in TurboTax.  As I understand it, I should report nondeductible IRA contributions on Form 8606 whether or not I received a 1099-R.  I was able to get around this problem by temporarily adding my name to one of my wife's 1099-R forms.  I was then able to enter my IRA basis, then I fixed the name on the modified 1099-R.  Unless I'm misunderstanding something, this work-around should not be necessary.