Hello,
Pls help. I think I made a mistake in my tax year 2024 and paid tax on amount contributed for 2023.
For tax year 2023: I contributed and did backdoor Roth IRA for tax year 2023 ($6490) in March 2024. Then, I filed year 2023 and mentioned that amount in form 8606 without having the form 1099-R from broker.
For tax year 2024: I contributed and did backdoor Roth IRA conversion in Sep 2024 ($7001). Now I check my return of 2024 and it looks like the amount from 2023 has been considered taxable.
Form 8606 year 2024: line 1 ($7001), line 2 (ZERO), line 3 ($7001), line 5 ($7001), line 13 ($7001), line 15a ($6490), line 15c ($6490). It looks like I have been taxed on ($6490).
I think I should get a refund on that tax I paid for that ($6490), correct? Please help how to amend my return. I think I should amend the return year 2024, correct?
Thanks a lot
