DanaB27
Expert Alumni

Retirement tax questions

I reviewed your return. You need to delete an entry in the IRA Easy Guide.

 

  1. Click on "Search" on the top right and type “IRA contributions” 
  2. Click on “Jump to IRA contributions"
  3. On the "Let's Find your IRA basis" screen select "Easy Guide"
  4. On the "Transfer from Employer Plans" screen delete the entry
  5. Continue through the questions.

 

Note, you only enter after-tax amounts that were rolled over into the Traditional IRA on the "Transfer from Employer Plans" screen. Please see line 2 instructions for additional information.

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