DavidD66
Expert Alumni

Retirement tax questions

You don't need to file a Form 8606 for a contribution to a Roth IRA.  It's a good idea to enter the information in TurboTax in case you take a distribution before age 59 1/2 and need to know the amount of your contributions (basis).  

 

If your backdoor Roth was a non-taxable event, then won't owe any additional tax.  You can complete a new Form 8606 showing the revised information and file it with Form 1040-X.  Your Form 1040-X won't show any changes to your return.  Just indicate in the reason for amending your return is to submit a revised Form 8606.  If you have traditional IRAs that caused a portion of your backdoor Roth to be taxable, then you're 1040-X will show changes and result in additional income tax being owed.  This will be the  case for your state return, if your state has a personal income tax.

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