dmertz
Level 15

Retirement tax questions

Regarding step 7, no.  2022 TurboTax is asking for any carryforward from a 2021 or earlier Form 8606.

 

I'm not sure, but TurboTax might just be indicating that column B of Form 1040-X is all zeros, as it should be.  You should still file  the Forms 8606 that should now be present along with Form 1040-X to provide explanation that reporting these contribution doesn't change anything else on your tax return.