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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.
‎December 9, 2023
6:00 PM