The 2017 non-deductible that you reported as non-deductible on your 2017 tax return should have added a 8606 form to the 2017 tax return reporting the non deductible contribution on line 1,3 and 14.
When you enter the 2018 1099-R when it asks for the prior years non-deductible contributions you enter the 2017 8606 line 14 amount.
Enter a 1099-R here:
Federal Taxes,
Wages & Income
I’ll choose what I work on (if that screen comes up),
Retirement Plans & Social Security,
IRA, 401(k), Pension Plan Withdrawals (1099-R).
OR Use the "Tools" menu (if online version under My Account) and then "Search Topics" for "1099-R" which will take you to the same place.
Be sure to choose which spouse the 1099-R is for if this is a joint tax return.
Be sure to pick the correct 1099-R type: Standard 1099-R, CSA-1099-R, CSF-1099-R, RRB-1099-R.
[NOTE: When you get to the "Your 1099-R Entries" screen where you can add another 1099-R, use "continue" to keep going as there are additional interview questions after that screen in most cases. You can always return as shown above.]
The interview will ask if you tracked any non-deductible contributions - answer yes. It will then ask you to enter any prior non-deductible contributions. If not automatically carried over from past years data transfer, use the box 14 value from the most recently filed 8606 form. You must then enter the December 31, total value of all existing Traditional IRA, SEP and SIMPLE IRA accounts that you have so that the taxable/not-taxable part of the distribution can be calculated on a new 8606 form lines 6-15 with the new carry forward non-deductible basis on line 14 to be used in the same way for the next distribution.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
