DanaB27
Expert Alumni

Retirement tax questions

To clarify, your spouse has a Form 1099-R entered and you assigned the Form 1099-R to the spouse?

 

If your spouse is still not getting the "Any nondeductible Contributions to your IRA?" screen to enter the prior year basis then the issue from the Why am I unable to report my 2023 for 8606 basis? applies to your situation. Please sign up to receive updates on this issue.

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