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Retirement tax questions
Yes. I replaced her name with my name on her 1099-R. Then when I went through the section "Traditional and Roth IRA Contributions", I was eventually prompted to enter my nondeductible contributions and enter the basis value. After that, I restored wife's name on the 1099-R and my Form 8606 was still correct.
I'm thinking that adding nondeductible contributions should not depend on the presence of a 1099-R.
‎February 15, 2025
10:32 AM