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Personal Finance (Not Investing) • 2022 Form 8606 Correction Head scratcher

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This question is an extension of my backdoor Roth IRA tax discussion. 

My 2022 tax return form 8606 was completed incorrectly. Part 1 is blank and I was taxed on the 6000 I contributed to my Trad IRA and rolled over to the Roth. ie, double taxed.

Each year my Trad IRA balance is zero, no other accounts to report.

I logged into TurboTax to correct this, but it only asks for basis up to end of 2021. This to me is odd, why isnt 2022 included? If I enter 0, since the account balance is 0, I still get double taxed. If I enter my 2022 basis, I do not get double taxed.

What am I missing? There does not seem to be an option in TT to account for my 2022 basis even though im corrected my 2022 tax year return. I would like my ~1400 USD back!

Can anyone help?

Tx
You haven't entered your 2022 traditional IRA contribution.
I uploaded my 1099-R, doesn't that take care of it?

And if not, if i'm being even more thick, I cannot locate where to enter Trad. IRA contributions for 2022... any tips for me?

Tx for replying so quickly
Unless they moved it, go to Federal Taxes -> Deductions & Credits -> Traditional and Roth IRA Contributions.
Todd, you nailed it.

The cause of all this is that I (wrongly) assumed the 1099-R took care of that entry.

I found the section you mentioned :)

All in I will get back ~3500 for two years worth of me being an idiot
You have excessively berated yourself. A person with those characteristics would never have recognized they might have made an mistake.

Statistics: Posted by RetiredAL — Sun May 19, 2024 5:22 pm — Replies 8 — Views 316



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