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Helping a friend Amend 2023 return to add basis for nondeductable IRA on form 8606
Friend did a backdoor Roth conversion but didnt enter basis, so it was taxable in 2023 for 6,000. Done in March 23 for 2022 IRA contribution (nondeductable).
Her return was done by her on TT online. I would like to file amendment for her on TT Desktop. I have her 2023 return pdf, its not that complicated. I have never done an amended return. How best to proceed? Re-enter entire return in TT Desktop as amended return, with correct 8606?
Thanks!
Topics:
March 26, 2025
7:13 PM