Retirement tax questions


@Anonymous wrote:

I have same issue; Even though I indicate that money was contributed between January 1, 2020 and July 15,2020 - Line 4 on form 8606 is empty.


Also, After clicking on Traditional and Roth IRA Contributions > Next screen gives me 3 options.

1 - Traditional IRA

2- Roth IRA

3- None of the above.

 

Since I do not have 1099-R, do I select option 1 only or do I select both option 1&2.

 

Thanks


Unless you had a distribution then line 4 is supposed to be empty according to the 8606 instructions below line 3.

**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.**