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Form 8606 = where to input the basis of a second IRA. Pro-rata rule

In 2024, I contributed $8000 non-deductible money to an IRA.  And then did a backdoor conversion to a Roth IRA.  I neglected to convert a second IRA held with another company to a Roth IRA.  I'm in the process of filing an amended 2024 return because I didn't file Form 8606.  Where in turbotax do I report the 12/31/2024 value of the second IRA I own because of the pro-rata rule.  Thanks for any and all help!

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dmertz
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

Form 8606 = where to input the basis of a second IRA. Pro-rata rule

Click the Continue button on the page that lists the Forms 1099-R that you have entered.  One of the pages that follow will ask for your year-end balance in traditional IRAs.

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1 Reply
dmertz
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

Form 8606 = where to input the basis of a second IRA. Pro-rata rule

Click the Continue button on the page that lists the Forms 1099-R that you have entered.  One of the pages that follow will ask for your year-end balance in traditional IRAs.

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