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Level 15
posted Feb 19, 2026 3:14:15 PM

EasyGuide button for reporting adjustments to IRA basis is gone?

Online TurboTax (I'm not sure at the moment about the desktop versions) no longer seems to have the EasyGuide button for reporting adjustments to basis in nondeductible traditional IRA contributions for reasons such as rollover of after-tax basis from an employer plan, transfers incident to divorce, or inheritance by a spouse beneficiary.  Such adjustments are required to be made on line 2 of Form 8606 with an attached explanation.

 

How is one to do this without using the desktop version, perhaps only possible in forms mode?

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