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Retirement tax questions
Good point. TurboTax carries the historical information on the IRA Information Worksheet and uses the current basis total from that worksheet to populate line 2 of the current-year's Form 8606 *if Form 8606 Part I is needed* to report new nondeductible contributions not rolled over or you have made distributions or conversions from your traditional IRAs.
‎June 7, 2019
4:00 PM
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