MarilynG1
Expert Alumni

Retirement tax questions

If you and your spouse both made non-deductible IRA contributions, you would each have your own Form 8606, as you noted.

 

Make sure the 1099-Rs were reported correctly for each of you, as well as follow-up questions.  You may want to delete your spouse's 1099-R and re-enter it. 

 

Click this link for more info on entering Backdoor Roth Conversions.

 

Here's more info on Form 8606.

 

 

 

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