GeorgeM777
Expert Alumni

Get your taxes done using TurboTax

We generally agree with the prior post about the need to reflect on your 2020 tax return the back-door Roth contribution you designated for that year which you effected during the 2021 calendar year.  Your 1099-R appears to reflect calendar year distributions as opposed to the specific tax years at issue.

 

Do not include with your 2021 tax return any documents (amended or otherwise) that relate to your 2020 tax return.  If you need to amend your 2020 tax return, and it appears that you do, and for tax year 2020 you used TurboTax online, then you can amend your 2020 return by logging into your account, and from the Tax Home page, scroll down the page to Your tax returns & documents.  Select 2020, then select Amend (change) 2020 return.   Respond accordingly to the questions as they appear. 

 

@dsyhome0510

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"