Hello,
Have read quite a few related posts but have not come across my exact situation and am struggling with how to record backdoor roth for 2021, 2022, and 2023. Contributed 7K twice so far. Early in 2022 (applied to 2021) and then again early 2023 (applied to 2022). Our income is too high for regular roth and we are over 50 years old so did backdoor both times (I believe it is considered a recharacterization ?). I'm confused as to which tax year we include which amounts and how to record it in the tool as I didn't get a 1099R in 2021, I got one late in 2022 after I filed the 2021 taxes. Do I need to amend my 2021 tax return (we got a refund) or could I potentially submit a 8606 on its own for 2021? I also need to determine how to handle it for 2022 as well, this time before I submit our taxes (step by step help ideal). 2021 was done via online version. This year I got desktop as was told it was better to work with given the situation. I even upgraded to professional help and after an hour the person on the phone couldn't help me. Appreciate any help you can provide. Thanks.
