How to enter basis for traditional IRA in turbotax deluxe online version? My 2015 data did not transfer to the 2016 return. Consequently nothing transferred to 2017.

[macuser_22]

Do you have a 1099-R distribution or new contribution to enter?

[gjkraynik]

Thanks for your response.  No I do not.  I just want to have turbotax continue to track my basis from a number of years ago and transfer the data from year to year.

[gjkraynik]

This recommendation worked just fine.  Thank you very much for sharing your expertise.

[macuser_22 · Accepted solution]

There is no way to directly enter that, but you can enter a new Traditional IRA contribution, leave the 2017 contribution amount blank, answer yes that you tracked your prior year contributions, then enter the amount, no need for an explanation*.  That put the basis for 2016 and earlier years on line 12 on the IRA Information Worksheet and  line 17 to be carried to next year.

*An explanation is only required if this is changing the basis that was reported on a previous 8606 form.  If you are doing this simply because TurboTax failed to carry this forward, ignore the explanation.

Enter IRA contributions here:
Federal Taxes,
Deductions & Credits,
I’ll choose what I work on (if that screen comes up),
Retirement & Investments,
Traditional & Roth IRA contribution.

OR  Use the "Tools" menu  (if online version under My Account) and then "Search Topics" for "ira contributions" which will take you to the same place.