dmertz
Level 15

Retirement tax questions

As far as on can tell you both contributed to a traditional IRA for 2020 and did Roth conversions in 2021, so, a fanfare said, you'll need to amend your 2020 tax return to include Form 8606 showing a nondeductible traditional IRA contribution.  Your spouse's traditional IRA contribution also needs to be reflected on the 2020 tax return, either nondeductible on your spouse's Form 8606 or deductible on Schedule 1.