TaxGuyBill
Level 15

@JML222 wrote:

Entering basis info in the worksheet doesn't change the amounts.


 

I  just tested it and it works for me.

Are you sure you checked the IRA box on the 1099-R worksheet?

Do you have the 1099-R marked for the correct taxpayer/spouse and did you enter the Basis in the correct taxpayer/spouse sheet.

 

But as I said before, are you sure the IRA has Basis?

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