Once your finish entering the 1099-R, you will get to a screen "Traditional IRAs" that asks if you have any non-deductible contributions. Click Yes if you do have a basis in traditional IRA(s).
On the next screen, you will be asked the total basis of your account on 12/31/24. This amount will be on line 14 of Form 8606 in 2024. If you didn't use up any of the basis in your traditional IRA accounts, you can enter the total basis in this box.
The very next screen asks for the total value of your traditional IRAs as of the end of 2025. You'll enter that information there, so that the non-taxable basis withdrawn can be determined and not be taxed. The determination of the non-taxable basis will be calculated on your 2025 Form 8606.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
