How do I file the federal carryover worksheet?

Forum|Forum|1 year ago
April 15, 2024
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jtax

Employee

No sure I understand. Usually one does not file the carryover worksheet. It is for your records. It is imported into the software you use next year as appropriate. If you use TT again (from the same account) that should be done automatically.

Maybe something else applies in your situation. What makes you think you need to file the federal carryover worksheet?

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pmswade

I need it to input the basis in my IRA from form 8606 and the year-end total or my Traditional IRAs

jtax

Employee

This will take you to the basis entry interview question. I cannot find the 12/31 FMV question in the interview. If using the Desktop software you can go into forms mode and enter that on the "IRA Info Wks" line 18. Perhaps someone else knows how to get the interview to ask.

Find the interview part about Deductions & Credits / Retirement and Investments / Traditional and Roth IRA Contributions and go through the questions. It will ask you if you have non-deductible contributions (i.e. IRA basis).

It is possible that asking these questions is subtly tied to the exact 1099-R interview entries (e.g. taxable amount not determined checkbox and amount box empty), but I am not sure.

Here are some screen shots from the TT desktop home & business to guide you.

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