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Retirement tax questions
Thank you for the info you sent. However, after I scroll to Retirement Plans and Social Security and then click "Update" (there is not an Add/Edit button at this point), the next screen shows "Your 1099-R entries". It does not show "Review Your 1099 Info". If I then click "Edit" on the 1099-R that contains some non-deductible IRA's there are still no questions relating to the basis from my 2023 Form 8606. I had this same situation in 2023 and had no issues as I was prompted with the questions relating to my basis in non-deductible IRA's. Not sure why it's not doing the same thing this year.
March 1, 2025
1:36 PM