Well, now I'm stumped because this contradicts the last response. Thanks for giving me your input. I guess my next move will be to ask the IRS.
For the record, you are correct: The reported contributions were nondeductible due to MAGI and participation in a workplace retirement plan. Form 8606 indicated it as such. It just turned out that the contribution for my wife was never processed, and it is now too late to make a 2023 contribution. Assuming that the answer from the IRS is that I must amend it, is there a way to do that in TT? If I can't re-efile, do I just mail in the amended form to them? To where?
Thanks
