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Retirement tax questions
You will find this question at the end of the retirement income interview:
- Click on "Search" on the top right and type “1099-R”
- Click on “Jump to 1099-R”
- Click "Continue" and enter the information from your 1099-R
- On the "Here's your 1099-R info" screen click "Continue"
- Answer "Yes" to "Any nondeductible Contributions to your IRA?" if you had any nondeductible contributions in prior years.
- Answer the questions about the basis from line 14 of your last filed Form 8606 and the value of all traditional, SEP, and SIMPLE IRAs
TurboTax will also ask for the value in the IRA contribution interview if your made an excess contribution:
- Click on "Search" on the top right and type “IRA contributions”
- Click on “Jump to IRA contributions"
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April 8, 2025
5:01 AM