Retirement tax questions

If it was a 2020 contribution you must enter it as I posted above.  The interview asks for your *prior* year (2019 or earlier) contributions, that would go on a 8606 form line 2 and not line 1 as required.

 

Print all forms and worksheets to see the 8606.

**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.**