Retirement tax questions

Hi David, and thanks for your reply on this.

I am using TurboTax online, and I had no problem entering my 2024 non-deductible contribution.

That number appears on LINE 1 (2024 tax year nondeductible contribution) of form 8606, as it should.

LINE 2 would come from the sum of PRIOR YEARS' forms 8606 (my existing basis before the 2024 nondeductible contribution).

But, because I did not use TurboTax in prior years, LINE 2 is $0, and it needs to have a value (it will be the sum of my 2022 and 2023 nondeductible contributions).

Others have posted with this same issue.

I found no place in the interview process to enter a value for this existing nondeductible-contribution basis.

If this cannot be resolved quickly, then I request authorization to switch to TurboTax Desktop where I can use the FORMS tool to manually populate this value (it will not affect any other numbers on my return, but it will provide accurate data for filing).

Thanks for your help.