Retirement tax questions

Hi @DanaB27 I went through the steps you described for amending 2019 return and turns out I exactly did that last year (including adding the explanation etc).

 

The only screen that never showed up was your step 12 "Choose Not to Deduct IRA Contributions". It went from "Roth IRA Explanation Statement" -> Did You Open a Roth IRA Before 2019? (No) -> Income Too High To Deduct an IRA Contribution -> Your IRA Deduction Summary (which shows "Your IRA Deduction: $0")

So I assume I filled the 2019 return correctly?

Let me try your 2020 tax return steps now.