I am in this exact same situation @AnnetteB6 , except my 2023 taxes have long been filed since we are now in 2025. I did a late $6500 backdoor for 2023 in Jan. of 2024 while at the same time doing a $7000 backdoor for 2024. So, I don't know what to do with 2023 since it looks like I've over funded from the 1099 R. $13500 is reported on the 1099 R for 2024. I did not do step one at the link in 2023. Do I need to amend my 2023 tax filing?
My wife also did the same.
Thanks!
