mouz
Returning Member

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Thanks for the reply. I got it. I need to send 8606 for 2020.

 

Since 2020 contribution is non-deductible and there is no tax owned(15c), can I send 8606 for 2020 alone or do I need to send the amended 1040x also with 8608? Based on below thread, 8606 should be enough. Is that right?

https://ttlc.intuit.com/community/retirement/discussion/i-neglected-to-file-my-non-deductible-ira-co...

 

Also, I did this for me and my wife. Even if we filed the return as married jointly, based on my search we need to send separately for me and my wife. Correct?

 

Thanks

mouz