DanaB27
Expert Alumni

Retirement tax questions

It is in the retirement section. 

 

  1. Click on "Search" on the top right and type “1099-R”  
  2. Click on “Jump to 1099-R”
  3. On the "Review your 1099-R info" screen click "Continue" after you entered all Form 1099-Rs
  4. Answer "Yes" to "Any nondeductible Contributions to your IRA?" if you had any nondeductible contributions in prior years.
  5. Answer the questions about the basis from line 14 of your 2023 Form 8606 and the value of all traditional, SEP, and SIMPLE IRAs

 

@ea555 

 

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