dmertz
Level 15

Retirement tax questions

Amending with TurboTax:  https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-change-correct-return-a...

The desktop version of 2021 TurboTax already includes the capability.

 

Since your spouse's Roth conversion did not occur until 2022, your spouse's 2021 Form 8606 is correct.  Any Roth conversion performed in 2022 is reportable on a 2022 Form 8606.