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Deductions & credits
Hi @Opus 17,
Thanks for your response.
Yes, the numbers are from 2020 tax. I am waiting to work on 2021 tax once correctly filing the 2020 tax amend
At the time I filed 2020 tax, I did not know how to correctly report recharacterization and backdoor roth ira, thus, I did not include any of the information.
Looking at the original 2020 tax return, I have form 8606 (nondeductible IRA) but no form 5329.
In form 8606,
line 1: 6000
line 16: 6169
line 17: 6000
line 18: 169
In new amend version 2020 tax, after following above steps,
in form 8606,
line 1: 6169
line 16: 6169
line 17: 6169
line 18: 0
and form 5329
line 15: 169
line 16: 169
line 17: 0
Did I correctly filed with the amend version so far?
March 23, 2022
4:09 PM