dmertz
Level 15

Retirement tax questions

You need to file the missing 2017 Form 8606 to report the nondeductible contribution you made for 2017.  The amount on line 14 of that form will transfer to line 2 of your 2018 Form 8606.  In 2018 TurboTax, be sure to click the Continue button on the Your 1099-R Entries page and enter this basis when TurboTax asks if you made nondeductible contributions for years prior to 2018.

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