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FreeTaxUSA Form 8606 Line 1 Empty - Where to Enter 2024 Non-Deductible IRA Contributions?

I contributed $7000 as a non-deductible contribution to my traditional IRA for 2024 and $6500 for 2023. I originally made the 2023 contribution to a Roth IRA but recharacterized it in 2024 (and completed Form 8606 on my 2023 return to track the basis). Right after that, I converted everything (both the 2024 contribution and the recharacterized 2023 contribution) to a Roth IRA during 2024. Since these conversions happened in 2024, my bank sent me a 1099-R showing gross income of $14900 ($1400 being the gains on my contributions). I'm using FreeTaxUSA and here are the questions and my answers on the retirement information screen: Prior Year IRA Contributions: Have you ever had a nondeductible traditional IRA contribution on any prior year tax return? **Yes** Traditional IRA / SEP / SIMPLE Basis and Value: Based on the Form 8606 that you filed in 2023, your total basis for 2023 and earlier years is $6,500. Enter your total basis, if any, in traditional IRAs (including SEP and SIMPLE) for 2023 and earlier years: **$6500** Enter the value of all your traditional, traditional SEP, and traditional SIMPLE IRAs as of December 31, 2024. Don't include any amount rolled over or converted to a Roth IRA. Subtract any disaster distribution repayments and any treated as rollovers that you made in 2024: **$0** Enter the amount, if any, of your contributions to a traditional IRA for 2024 that were actually made from January 1, 2025 through April 15, 2025: **$0** The problem is I don't see anywhere to enter the $7000 non-deductible contribution I made for 2024. As a result, Form 8606 Line 1 is coming out empty, while Line 2 shows $6500 and Line 3 also shows $6500. Where am I supposed to enter my 2024 contribution of $7000?

Does anyone know if HRBlock handles this Form 8606 issue better than FreeTaxUSA? I'm considering switching tax software because I keep having issues with where to enter non-deductible contributions.

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I've used both. HRBlock is actually worse for Form 8606 in my experience. It's more expensive AND more confusing. TurboTax handles it better than both but costs way more. FreeTaxUSA is still your best bet for cost vs. functionality - you just need to know where to look (under Deductions rather than the IRA section). Once you know that trick, it works perfectly fine. I've done backdoor Roth conversions with FreeTaxUSA for 3 years now.

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I ran into this exact same issue last year! The key is that FreeTaxUSA separates current year contributions from the basis tracking questions, which is super confusing. Here's what you need to do: 1. Go to the **Deductions** section (not the retirement/IRA section where you'd expect) 2. Look for "Traditional and Roth IRA Contributions" or similar wording 3. Enter your $7000 contribution for 2024 4. When it asks if the contribution is deductible, select **"No"** or **"Non-deductible"** 5. Complete any follow-up questions about income limits, etc. Once you do this, FreeTaxUSA should automatically populate Form 8606 Line 1 with your $7000. The form should then show: - Line 1: $7000 (2024 non-deductible contribution) - Line 2: $6500 (prior year basis) - Line 3: $13500 (total basis) The software will then correctly calculate that only the $1400 in gains from your 1099-R is taxable, not your $13500 in contributions. This workflow has caught me off guard before because logically you'd think all IRA stuff would be in the retirement section, but FreeTaxUSA requires you to enter contributions as potential deductions first before it knows to treat them as non-deductible basis.

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This is exactly the explanation I needed! I was making the same mistake as the original poster - looking for IRA contributions in the retirement section instead of deductions. It's counterintuitive but makes sense once you understand FreeTaxUSA's workflow. Just to confirm my understanding: after entering the $7000 as a non-deductible contribution in the Deductions section, Form 8606 should automatically calculate the taxable portion of the conversion correctly? So in this case, only the $1400 in gains would be subject to tax, not the full $14900 from the 1099-R? I'm planning to do a backdoor Roth next year and want to make sure I understand the process completely.

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For budget-friendly back tax filing, I'd definitely recommend getting quotes from at least 3-4 different sources before deciding. In my experience, the price differences can be pretty significant - especially for multiple years. One thing to keep in mind is that many CPAs offer discounts for filing multiple years at once, so make sure to ask about that when you're calling around. The house sale year will likely cost more due to the additional forms needed, but for the other straightforward years, you should be able to find reasonable rates. Local CPAs are often your best bet for both price and personalized service. They're more likely to work with your budget and explain everything clearly. I'd also suggest asking if they offer payment plans - many will let you spread the cost out over a few months, which can help with cash flow. Don't forget to factor in any potential refunds your cousin might be owed from those back years - that could help offset some of the preparation costs!

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KhalilStar

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Great advice about getting multiple quotes! I'm curious - when you mention CPAs offering discounts for multiple years, roughly what kind of savings are we talking about? Like 10-15% off the total, or more substantial discounts? Also, do you know if most CPAs are comfortable handling the house sale situation, or should we specifically look for ones with real estate experience?

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Another option worth considering is checking if your cousin qualifies for the IRS Volunteer Income Tax Assistance (VITA) program or similar community programs. While most VITA sites focus on current year returns, some locations do offer back tax preparation services, especially during off-peak seasons. You might also want to look into whether your cousin actually needs to file all three years. If his income was below the filing threshold for any of those years and he had taxes withheld, he might only need to file to claim refunds (and there's a 3-year limit on claiming refunds). But if he owes money, definitely file ASAP to minimize penalties. For the house sale year specifically - if it was his primary residence and he lived there 2 of the last 5 years, he might qualify for the capital gains exclusion (up to $250k for single filers), which could simplify things significantly. Many CPAs handle basic home sales regularly, so don't feel like you need a specialist unless the situation is truly complex. One last tip: if money is really tight, your cousin can always file the returns himself using tax software and then hire a professional later for amendments if needed. Getting something filed stops the failure-to-file penalties, which are usually much steeper than any accuracy issues.

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Eli Butler

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Just wanted to share my experience from last year - I was in the exact same situation as you @c0a759d0a949! I had my paper 1040 ready to go but got so confused about the mailing addresses. After reading through all the conflicting info online, I ended up calling my local post office directly and they confirmed that the Ogden, UT address (Department of Treasury, Internal Revenue Service, Ogden, UT 84201-0002) is correct for California residents filing without payments via regular mail. I sent mine with certified mail for about $4 extra and got confirmation it was delivered within a week. The IRS processed my return normally and I got my refund without any issues. Don't overthink it - the address you found on the IRS website is the right one! Just make sure you're not including any payment checks, otherwise you'd need the Cincinnati address that others mentioned. If you're still worried about it, your local post office can double-check the address for you when you go to mail it. They deal with tax returns all the time during filing season.

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This is really reassuring to hear from someone who went through the same situation! I was starting to worry I'd mess something up and delay my refund. Your suggestion about asking at the post office is great - I didn't think of that but it makes sense they'd know since they handle so many tax returns. I think I'll go with certified mail too for the peace of mind. Thanks for sharing your experience!

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Zane Gray

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I just went through this exact same situation last month! The confusion is totally understandable because there really are different addresses depending on how you're sending it. Since you're in California and filing a Form 1040 without a payment, the address you found is correct for regular USPS mail: Department of Treasury Internal Revenue Service Ogden, UT 84201-0002 The UPS employee was right that they can't use this address - private carriers like UPS and FedEx need the street address version, which would be: Internal Revenue Service 1973 Rulon White Blvd. Ogden, UT 84201 My advice? Just stick with regular USPS since you already have the correct address. You can even do certified mail for a few extra dollars if you want tracking and proof of delivery. I did that and had zero issues - got my refund processed normally. Don't stress about it too much, you've got the right info!

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Cedric Chung

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Quick question - I'm in a similar situation but my LLC is taxed as an S-Corp. Does that change what I need to file if there was no activity?

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Niko Ramsey

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Yes, that definitely changes things. With an S-Corp election, you're required to file Form 1120-S every year, even with zero activity. Unlike a disregarded single-member LLC, S-Corps must file their own separate tax return regardless of whether there was any business activity.

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Talia Klein

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Just adding to what Profile 8 said - if you have an S-Corp with no activity, you still need to file the 1120-S, but you also need to be careful about maintaining your S-Corp status. The IRS can terminate S-Corp status if you go too long without business purpose or activity (usually after 3 years of no activity). Might be worth considering if you want to keep the S-Corp election if you don't plan to use the LLC soon.

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NeonNova

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This is a great question that a lot of new LLC owners face! Just to add another perspective - if you're thinking about keeping the LLC for future use, you might want to consider the ongoing costs vs. the hassle of forming a new one later. In some states, the annual fees are pretty minimal (like $50-100), so it might be worth keeping it active if you think you'll use it in the next few years. But in states like California with that $800 annual fee, it's probably better to dissolve it and just form a new one when you actually need it. Also, make sure you're not missing any deadlines! Some states have specific timeframes for when you need to file annual reports or dissolve the LLC to avoid penalties. I learned this the hard way when I forgot about a deadline and got hit with late fees even though my LLC never made a penny. The IRS filing requirements are definitely confusing for inactive LLCs, but better to be safe and file the appropriate forms with zeros than risk penalties later.

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This is really helpful advice about weighing the ongoing costs vs reformation costs! I'm curious - when you say some states have specific timeframes for dissolution to avoid penalties, do you happen to know what the typical window is? I'm wondering if there's like a grace period after formation where you can dissolve without owing the full year's fees, or if you're on the hook for the entire year regardless of when you dissolve. Trying to figure out if I should dissolve my dormant LLC now or wait until closer to the annual filing deadline.

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Dylan Hughes

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5 Has anyone used an online tax program like TurboTax for reporting inheritance stuff like this? I'm wondering if they handle this situation correctly or if I need to see a professional.

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Dylan Hughes

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10 I used TurboTax last year for a similar situation and it worked fine, but you have to make sure you answer the questions correctly. When it asks about the property, make sure to indicate it was inherited and provide the date of death value as your basis. The software should then properly report it on Form 8949 with the correct adjustment code.

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Just want to add another perspective here - I went through something very similar when my grandmother passed and left her property to multiple heirs. The stepped-up basis rule that others mentioned is absolutely correct, but make sure you keep excellent records of everything. One thing I wish someone had told me: if there were any improvements or expenses related to settling the estate (like repairs needed before the sale, legal fees for the estate, etc.), those might affect your basis calculation. Also, if there was any time gap between your father's passing and when the property was actually distributed to you heirs, you might need to consider whether there was any appreciation or depreciation in that period. The 1099-S you received is just the IRS making sure they know money changed hands - it doesn't necessarily mean you owe taxes on it. But definitely report it properly on Schedule D and Form 8949 as others have mentioned. When in doubt, it's worth consulting with a tax professional who deals with estate issues regularly.

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Omar Farouk

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This is really helpful additional information! I hadn't thought about the estate expenses potentially affecting the basis. In our case, we did have some legal fees and minor repairs before the sale. Should I be adding those costs to my basis, or do they get handled differently since the sale was between family members? Also, there was about a 6-month gap between when my dad passed and when we finalized everything - during that time the local housing market actually went up a bit, but we stuck with the original appraisal value for the buyout.

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