https://ttlc.intuit.com/community/retirement/discussion/how-do-i-enter-information-for-my-8606-to-calculate-my-non-taxable-portion-of-my-ira-401k/01/3454714#M230733 I have IRA/401K basis from previous 8606. Tue, 03 Feb 2026 13:36:37 GMT gregory-a-cook63 2026-02-03T13:36:37Z https://ttlc.intuit.com/community/retirement/discussion/how-do-i-enter-information-for-my-8606-to-calculate-my-non-taxable-portion-of-my-ira-401k/01/3454714#M230733 I have IRA/401K basis from previous 8606. Tue, 03 Feb 2026 13:36:37 GMT https://ttlc.intuit.com/community/retirement/discussion/how-do-i-enter-information-for-my-8606-to-calculate-my-non-taxable-portion-of-my-ira-401k/01/3454714#M230733 gregory-a-cook63 2026-02-03T13:36:37Z https://ttlc.intuit.com/community/retirement/discussion/re-how-do-i-enter-information-for-my-8606-to-calculate-my-non-taxable-portion-of-my-ira-401k-dis/01/3459478#M231272 <P><SPAN style="font-size:14px;">Please follow these steps to enter your basis in your traditional IRA:</SPAN></P> <P>&nbsp;</P> <OL> <LI><SPAN style="font-size:14px;">Click on "<STRONG>Search</STRONG>" on the top right and type “<STRONG>1099-R” &nbsp;</STRONG></SPAN></LI> <LI><SPAN style="font-size:14px;">Click on “<STRONG>Jump to 1099-R”</STRONG></SPAN></LI> <LI><SPAN style="font-size:14px;">Click<STRONG>&nbsp;"Continue"&nbsp;</STRONG>and enter the information from your 1099-R</SPAN></LI> <LI><SPAN style="font-size:14px;">On the "<STRONG>Review your 1099-R info</STRONG>" screen click "<STRONG>Continue</STRONG>"</SPAN></LI> <LI><SPAN style="font-size:14px;">Answer "<STRONG>Yes</STRONG>" to "<STRONG>Any nondeductible Contributions to your IRA?</STRONG>" if you had any nondeductible contributions in prior years.</SPAN></LI> <LI><SPAN style="font-size:14px;">Answer the questions about the basis from line 14 of your last filed Form 8606 and the value of all traditional, SEP, and SIMPLE IRAs</SPAN></LI> </OL> <P><SPAN style="font-size:14px;">Please see </SPAN><A href="https://www.irs.gov/instructions/i8606#en_US_2023_publink25399ed0e1243" target="_blank"><SPAN style="font-size:14px;">Line 2 Instructions</SPAN></A><SPAN style="font-size:14px;"> for additional information.</SPAN></P> Wed, 05 Feb 2025 10:50:10 GMT https://ttlc.intuit.com/community/retirement/discussion/re-how-do-i-enter-information-for-my-8606-to-calculate-my-non-taxable-portion-of-my-ira-401k-dis/01/3459478#M231272 DanaB27 2025-02-05T10:50:10Z https://ttlc.intuit.com/community/retirement/discussion/re-how-do-i-enter-information-for-my-8606-to-calculate-my-non-taxable-portion-of-my-ira-401k-dis/01/3462688#M231548 <P>Thank...this worked just fine.</P> Thu, 06 Feb 2025 13:44:04 GMT https://ttlc.intuit.com/community/retirement/discussion/re-how-do-i-enter-information-for-my-8606-to-calculate-my-non-taxable-portion-of-my-ira-401k-dis/01/3462688#M231548 gregory-a-cook63 2025-02-06T13:44:04Z