IRA Info Worksheet adjustments

To add the basis in a Traditional IRA in TuboTax Online:

• Click on Search
• Type in "IRA Basis"
• Click on "Jump to ira basis"
• Your landing page will say "Traditional IRA and Roth IRA"
• Scroll down and mark the boxes to indicate that both your son and daugther-in-law will contribute to a Traditional IRA
• Click "Continue"
• You will be asked "Did [Your Son] Contribute To a Traditional IRA?  Answer "No"
• "Any Excess IRA Contributions Before 2024?"  Answer "No"
• "Any Nondeductible Contributions to [Son's] IRA?" Answer "Yes"
• You should now be on the page with "Let's Find Your IRA Basis".  Enter your son's basis (prior year nondeductible contributions) in the box.  
• Click on Continue and repeat for your daughter-in-law.