So, this is a bit of an unfortunate series of events.
1. After filing my 2021 taxes, I realized that this was the first year I claimed my annual $6000 contribution to my traditional IRA on my taxes when I should have been doing that since 2019. This year's taxes had both my partial deduction of $5760 as well as Form 8606. During the filing process, because I misunderstood the instructions, I entered $12,000 in line #2 thinking this was the total I had contributed in the previous years.
2. A few days later, I filed 1040-X for 2019 and 2020 for my previous years' contribution. My 2020 return had the full $6000 eligible, but my 2019 return was another year of partial deductions of $5640. I did not include Form 8606 with my 2019 return.
So at this point, I think I'm looking at a late/missing Form 8606 from 2019 and an incorrect Form 8606 in 2021.
What should my next steps be? Since my error is for the year 2021, should I file an amended 1040-X, even though it doesn't change my refund/or affect the rest of the numbers on my taxes?
My 2019 amended return has been received but not processed yet. Should I mail Form 8606 or wait for my amended return to be processed?
I'm new to the whole IRA thing, so this situation is a mess. The only upside is that there aren't any Roth IRAs or conversions to complicate the situation. Any advice/help is appreciated!
