@mpinne wrote:
I think I just need to fix the 2020 "opening total basis" balance (line 2) and Toal basis for 2020 and prior years (Line 14) to make sure my entire balance is correct. Should that be an amended 2020 8606 or is it "caught up" by the info in the 2021 return?
Separately, how do I change/replace the "blank" note that is explaining the reason for the change and/or combine it with the other note associated with 8606 that only explains my difference and not my spouses?
Why do you think the line 2 amount is wrong. Does it reflect the line 14 amount of the last filed 8606?
Not sure I understand your second question. The 8606 is totally separate for each spouse.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
