My 2021 tax return is filled and accepted, but I just realized I characterized my Backdoor ROTH contribution as a "rollover" rather than as a "conversion." As a result, TurboTax did not generate and I did not file Form 8606 (as I have properly done in prior years).
Rather than having to print and mail the IRS Form 8606, I would like to amend my 2021 return and take care of this through TurboTax via e-File.
Can you explain how to do this amendment in TurboTax desktop? I've selected "I need to amend my 2021 return," but when I go to 1099-R (withdrawals from 401(k), 403(b), IRAs, pensions) and selected "Update," it is asking me to input all the information again. I don't want to report the same Backdoor ROTH contribution again. I'm afraid the IRS with consider it $12,000 worth of contributions, rather than the single $6000 conversion I made.
I just need to get back to the screen when I can select conversion rather than rollover so Form 8606 is generated and filed.
