kcf2112
New Member

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.