There was an issue that some customers were missing the prior year basis question but this has been fixed. Please revisit the retirement section. If you are using the Desktop version please make sure you updated the software.
- Click on "Search" on the top right and type “1099-R”
- Click on “Jump to 1099-R”
- On the "Review your 1099-R info" screen click "Continue" after entering all Form 1099-R
- Answer "Yes" to "Any nondeductible Contributions to your IRA?" if you had any nondeductible contributions in prior years.
- Answer the questions about the basis from line 14 of your 2023 Form 8606 and the value of all traditional, SEP, and SIMPLE IRAs
If you are still experiencing issues after this please comment so we can help you solve this issue.
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