DanaB27
Expert Alumni

Retirement tax questions

Depending what version you are using the screen showing all of your Form 1099-R entries is titled "Your 1099-R entries" or "Review Your 1099 Info".  On this screen you will need to select "continue" and then you should get a question about disaster distribution, after this you should get the "Any nondeductible Contributions to your IRA?" screen. If you do not get this screen then you are affected by the issue mentioned in Why am I unable to report my 2023 for 8606 basis? Please sign up to receive updates on the issue.

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