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?