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biodee
New Member

8606

i need to change the value for my total amount in traditional IRA. I put in th correct basis but put in the incorrect year's total for my traditional IRA used total for 2023  I can get back to the place to enter basis but  the program will not then go on to the place where I enter the total for my traditonal IRA for December 31 2024.  How can I get back to put in the correct entry?

 

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1 Reply
DanaB27
Employee Tax Expert

8606

The question will come up after entering your Form 1099-R and selecting continue:

 

  1. Click on "Search" on the top right and type “1099-R”  
  2. Click on “Jump to 1099-R”
  3. On the "Review your 1099-R info" screen click "Continue"
  4. Answer the question about your basis
  5. Answer the question about the value on December 31, 2024.
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