@moses0020
Firstly:
However, I'm noticing line 4 (Enter those contributions included on line 1 that were made from Jan 2021 through April 15) = 0. Since I made my 2020 Contribution in Feb 2021, I'm guessing this should instead be 6,000?
No, because if you answered "no" to the question about rollovers and distributions, you skip from question 3 to question 14 and don't fill out the rest.
2020 and 2021 look ok. It also looks like you did not report the conversion on your 2022 return. Or rather, you reported in a way that did not generate a form 8606. Form 1040 line 4a and 4b are correct for this situation, so it is a bit strange that you would not have the conversion on line 8 of form 8606. Did you use Turbotax or another software program or file by hand?
I'm not quite sure how to solve this. You probably need to file an amended 2022 return, that will include a correct form 8606 for yourself and your spouse (each of you should have a separate form 8606 for your separate IRA contributions and conversions.). It won't change your overall tax.
In some cases you may be able to file just an amended form 8606 without the whole rest of it, but I am not sure if this situation is appropriate for that. (I'm still confused as to what you did in your tax program to put $12,000 on line 4a, but have nothing on the 8606.)
@dmertz any thoughts?
For 2023, you would start out with line 2 of form 8606 as $zero, assuming that you did the proper backdoor conversion in 2022 and you fix the 2022 form 8606s.
