Retirement tax questions

Thanks macuser_22. Unfortunately, I followed your instructions exactly and it's still showing my nonworking spouse's contribution ($6,000) as taxable in the 1040 form.

Here's what I'm doing:

  1. Start on "Traditional IRA and Roth IRA" screen
  2. Check "Traditional IRA" for both me and my spouse. Leave Roth IRA unchecked.
  3. Is This a Repayment of a Retirement Distribution? No
  4. Tell Us How Much You Contributed: $6000
  5. Tell Us How Much You Transferred: $0
  6. Any Excess IRA Contributions Before 2019? No
  7. Any Nondeductible Contributions to NAME's IRA? Yes
  8. Let's Find Your IRA Basis. Total Basis As of December 18, 2018: $5500
    1. Explanation: I contributed $5500 on Dec 30 2018 and $6000 on Jan 2, 2019, then converted both to Roth.
  9. Tell Us the Value of All Your Traditional IRA Accounts: $0
  10. Is This a Repayment of a Retirement Distribution? No
  11. [Spouse] Tell Us How Much You Contributed: $6000
  12. [Spouse] Did You Change Your Mind? No
  13. [Spouse] Any Excess IRA Contributions Before 2019? No
  14. [Spouse] Any Nondeductible Contributions to NAME's IRA? Yes
  15. [Spouse] Let's Find Your IRA Basis: $5500 (same as my own)
  16. Income Too High To Deduct an IRA Contribution. Continue
  17. [Spouse] Choose Not to Deduct IRA Contributions: Yes, $6000
    1. Note: changing this figure makes no difference. No matter what I put, my taxes don't change.
  18. Your IRA Deduction Summary: $0
    1. If I put $0 in #17, this figure is $6000. But my 1040 still shows $6000 as taxable no matter what. The only way to get rid of the $6000 taxable is to delete my spouse's 1099-R entirely.

 

Any ideas? Thanks again.