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Retirement tax questions
Please try these steps:
- Click "Wages & Income" (under Federal) on the left
- Scroll down to "IRA, 401(k), Pension Plan (1099-R)" and click "Add/Edit"
- On the "Review your 1099-R info" screen click "Continue"
- 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 still are not seeing the prior year basis question then please see Why am I unable to report my 2023 for 8606 basis?
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‎February 28, 2025
7:22 AM