AnnetteB6
Expert Alumni

Get your taxes done using TurboTax

The Form 5498 will not be issued until after the tax return deadline of April 15, 2024.  You will need to decide how much more you wish to contribute to the IRA and include that additional amount as part of your amended return.  

 

You stated that you have already made one contribution which should be shown in your return when you start the amended return.  Just change that contribution amount to the total that you wish to contribute, then make the contribution before the tax return due date.

 

Remember, all you are doing for the 2023 amended return is reporting that you are making a larger non-deductible Traditional IRA contribution.  Anything related to converting that Traditional IRA to a Roth IRA will be reported on your 2024 tax return, not the 2023 return.

 

@Ig-sdlo 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"