dmertz
Level 15
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Retirement tax questions

Yes, you must amend your 2023 tax return to reflect the resulting traditional IRA contribution either as deductible on Schedule 1 line 20 or on Form 8606 as nondeductible.  On Form 1040-X you must indicate that it is "Filed pursuant to section 301.9100-2" as described in IRS Pub 590-A.

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