Hi koulekovag
What did you end up doing in this situation? I have the same situation with my 2024 1099-R showing both 2023 after-tax contributions (made after I already filed those taxes) and 2024 contribution. I just went back and amended my 2023 return showing I contributed after tax dollars between Jan 1 and April 15, 2023 but didn't have an actual 1099-R form to include in 2023 since my contribution was made in 2024.
I still can't download my amended return (I guess TT doesn't allow until it's accepted), but when I do I'm hoping there is now a Form 8606 included that shows I had a contribution from a previous year and not making my 2024 taxes look like I over-contributed (which is saying I owe a penalty on). Please advise.
Thanks!
