Deductions & credits

@BigBob0923 

 

Thats fine then.  It sounds like you started without the form, changed your answer and added the form, but your tax or refund didn’t change.  That’s normal as I explained.

 

For 2023 and forward, you will only have a new form 8606 if you make more non-deductible contributions, or you take a withdrawal, or you do a conversion to a Roth IRA.  But keep your 2022 form 8606 with your other important tax papers basically forever, because you will need it eventually.