MarilynG1
Expert Alumni

Retirement tax questions

On your 2023 return, did you enter your 12/31/2022 non-deductible contributions basis from 2022 to start Form 8606 that year?

 

If so, you don't need to Amend.   If the starting value on your 2023 8606 was incorrect, you can submit Form 8606 with 1040X. 

 

Here's more info on Form 8606 and Amending Prior Year Form 8606.

 

 

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