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Retirement tax questions
For the first year that I have an 8606 (2007) and 1040, when comparing the entry on 8606 to:
1. the TIRA 5498 showing both TIRA contribution box 1
2. and the ROTH recharecterizarion in box 4,
the original 8606 had a completely different number. No deductions were taken on that return. Should I use the 5498 box 1 and box 4 numbers to accurately document box 1 on 8606? Assume the 1040 and 5498 combined serve as my source documents for fixing the 8606.
‎January 19, 2024
6:40 AM