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Retirement tax questions
Thanks, I figured the basis should have carried over. The error in not doing so is with TT however, as I’ve reported non-deductible contributions every year since 2014 (and TT has filed 8606’s each year). I forced the correct basis on this year’s form. Hopefully TT fix the error and carry it over properly next year, now I’m aware of it, I’ll know to check!
June 5, 2019
2:57 PM