Level 15

Retirement tax questions

As I read the question, the contribution (or one of the contributions) made in early 2016 was for the 2015 tax year.  That means that the 2015 tax return should have included 2015 Form 8606 with lines 1 and 14 showing the amount of the nondeductible contribution made for 2015.  Line 14 of the 2015 From 8606 should then have carried forward to line 2 of the 2016 Form 8606 to be added to the contribution made for 2016 that should have appeared on line 1.