@Joebatters wrote:
Ugh, the one year I hire a CPA they filed my 8606 incorrectly.
My 2018 8606 should've had an amount on Line 14. I have entered my 2018 basis into my 2019 return and see the conversion is now not taxable.
Macuser_22, thank you for your patience, clear explanations, knowledge, and quick replies!
I agree with dmertz that yiu need to submit a corrected 8606 for 2018 and then enter the line 14 carry forward basis into 2019 to apply to the 2019 conversion when the interview asks for it.
[BTW - my commend addressed to dmertz is not for you and probably does not apply to your issue that would not have used that worksheet in 2018.]
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
