AnnetteB6
Employee Tax Expert

Retirement tax questions

No, you do not need to amend your 2024 return if you did not report the non-deductible Traditional IRA contribution, but you do need to file Form 8606 for that contribution.

 

Take a look at the information in the following TurboTax help article.  Near the bottom of the article there is a section for instructions about what to do in your situation with regard to Form 8606.

 

How do I enter a backdoor Roth IRA conversion?
 

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