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Get your taxes done using TurboTax
Thank you for the info.
I found the link to the IRS site to file the previous 8606s. I am pasting it here for others that might be looking for it.
https://www.irs.gov/prior-year-forms-and-instructions?find=8606&items_per_page=200
I really appreciate both of your replies. I have spent hours on the phone with TT expert support and the response has been underwhelming. One agent asked me to modify the amount on my 1099R so the dollar amounts were adjusted to only the 2021 contribution amount. Another agent insisted that the brokerage made a mistake and the 1099R was wrong. Another suggestion was that the previous contributions were no longer non deductible and that I had to pay taxes and a penalty on that.
‎October 14, 2022
6:34 AM