tax dunce
New Member

Retirement tax questions

I contributed $6000 each to both my own traditional IRA and a spousal traditional IRA in 2020. I converted my total to Roth IRA (backdoor Roth IRA) in 2020 but my wife's traditional IRA wasn't converted to Roth until 2021. I think I filled out the turbotax questions correctly but is there a way to view the 8606 tax forms for both my contribution and my wife's so I can make sure they are filled out correctly before submitting? I am using the online version of Turbotax. Also, my understanding is my form 8606 will include both the contribution and the conversion but my wife's will only include the contribution since she didn't convert until 2021, so it won't be reported until her 2021 8606 form. Is this correct? I just want to make sure these forms are filled out correctly so I don't incorrectly get taxed for my backdoor Roth IRA and my wife's. Thanks!