George4Tacks
Level 15
12-07-2019
08:04 AM
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Screen 24 Form 8606 (Part I) should already have the IRA basis for 2017 and earlier years. ($8,000)
Screen 13 Form 8606 in the lower left Section - be sure to enter the Value of alll.... as on 12/31/18. (Use -1 for Zero, if appropriate)
Assume they ONLY had that one non deductible IRA, the $8,644 should show up as the taxable portion.
Answers are easy. Questions are hard!