sunswei
Returning Member

Retirement tax questions

@DanaB27 Or  I may be over-concerned. 

I just keep 2020 tax return as it is since I reported the contribution was made in 2021.

 

Then I only need to amend 2021 return to make sure 8606 form is correct, as well as 1040(not rollover in 4a 4b).

The expected 8606 should be 

1. 6000

2. 6000

3. 12000

13. 12000

14. 0

16. 12000

17. 12000

18. 0

 

Right?  Thanks for your concern and reply. Highly appreciate.