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Retirement tax questions
Thanks for your help Macuser22.
I didn't file 8606 in 2019 because it said "if the excess contribution is removed within filing deadline" do not include it in 8606. But now I realize the problem of not having a 8606 leaves me with no basis for the conversion.
I also didn't have schedule1 either. None of ira contribution were deducted in 2019.
I see that in 2020 8606 line 2 that there's something about adjusted basis due to returned excess contribution in the instructions. I wonder if there's where I could put in a statement explaining this whole mess.
Thank you again for walking me thru my mess.
‎September 3, 2021
5:14 PM