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Retirement tax questions
2022 was one of the 8606 I did not submit. I put in 7000 on 2023 tax year 8606 form because a know I contributed 7000 for the 2022 tax year based on the 5498 I had. This whole mistake was because of my lack of understanding the 8606 form. I thought the basis was just the previous year's contribution. I will put that in the explanation with the 1040-X and corrected 8606. Thanks!
‎July 22, 2024
5:03 AM