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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.**
March 2, 2021
2:57 PM