Get your taxes done using TurboTax

Yes, it would be best to file an amendment. Please see How do I amend my federal tax return for a prior year?

To confirm in 2021 you made a nondeductible traditional IRA contribution for 2020  before the 2020 due date and then converted this in 2021. And in 2022 you made a nondeductible traditional IRA contribution for 2021 before the 2021 due date and then converted this in 2022.  You also made a contribution for 2022 in 2023.

If yes, then you should have reported the contribution on your 2020 tax return and had a $6,000 basis on your 2020 Form 8606 line 14. This amount should have been entered in your 2021 tax return.

For your 2021 tax return, you should have entered the following steps:

To enter the nondeductible contribution to the traditional IRA:

1. Open your return
2. Click “Deductions &Credits” on the top
3. Click "I'll choose what to work on"
4. Scroll down to “Traditional and Roth IRA Contributions” and click “Start”
5. Select “traditional IRA”
6. Answer “No” to “Is This a Repayment of a Retirement Distribution?”
7. Enter the total amount you contributed for 2021 and the amount contributed for 2021 from January 1, 2022, through April 18, 2022.
8. Answer “No” to the recharacterized question on the “Did You Change Your Mind?” screen
9. Answer the next questions until you get to “Any Nondeductible Contributions to Your IRA?” and select “Yes” if you had nondeductible contributions before this tax year
10. Enter your basis in the Traditional IRA from your 2020 Form 8606 line 14 (if you had a basis in the prior year)
11. On the “Choose Not to Deduct IRA Contributions” screen choose “Yes, make part of my IRA contribution nondeductible” and enter the amount (if you have a retirement plan at work and are over the income limit it will be nondeductible automatically and you only get a warning and then a screen saying $0 is deductible).

To enter the 1099-R conversion: 

1. Click "Federal Taxes" on the top and select "Wages & Income"
2. Click "I'll choose what to work on"
3. Scroll down and click "Start" next to "IRA, 401(k), Pension Plan (1099-R)" 
4. Answer "Yes" to the question "Did You Have Any of These Types of Income?"
5. Click "I'll Type it Myself"
6. Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc."
7. Click "Continue" and enter the information from your 1099-R
8. Answer questions until you get to “What Did You Do With The Money” and choose “I moved it to another retirement account”
9. Then choose “I did a combination of rolling over, converting, or cashing out money.” and enter the amount next to "Amount converted to a Roth IRA account"
10. On the "Your 1099-R Entries" screen click "continue"
11. Answer "yes" to "Any nondeductible Contribution to your IRA?" if you had any nondeductible contributions in prior years.
12. Answer the questions about the basis from line 14 of your 2020 Form 8606 and the value of all traditional, SEP, and SIMPLE IRAs

You will use the same steps on your 2022 tax return (using your new 2021 Form 8606).

Your Form 8606 should have these entries for 2021 and 2022 (assuming each contribution was $6,000 and your value at the end of the year was $0):

Line 1 $ 6,000

Line 2 $ 6,000

Line 3 $12,000

Line 4 $ 6,000

Line 5 $ 6,000

Line 14 $ 6,000