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Deductions & credits
Thanks for the reply.
I followed the instructions about 8606, but cannot get TT to generate the form in my return.
I opened the IRA CD for $6000 in Feb 2019 and attempted to apply it to 2018. I remember TT telling me it could not be applied to reduce my 2018 tax. It appears in the worksheet for 2019 but I think it should have generated a 5329(?).
Could it be that I have to resubmit 2018 or 2019?
‎February 8, 2021
3:40 PM