MaryK4
Expert Alumni

Get your taxes done using TurboTax

1. You need to send a 8606, but you do not have to amend your return- it can be mailed separately.  You can go back to your 2023 TurboTax return and add the nondeductible contribution, then print and mail just the 8606.   

2.  You missed an entry.  It was either the "Tell us if you moved the money through a rollover or conversion" or "Any Nondeductible Contributions to your IRA?" for prior years nondeductible contributions after you enter the second 1099-R. (Most likely the Nondeductible questions.)

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