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Retirement tax questions
Thanks so much for your response @dmertz!
My personal ROTH IRA has been a ROTH IRA since I opened it in 2016, however on my taxes it has always been listed as a traditional IRA. My employer only has 401K contributions and not any IRA contributions.
To clarify I would file a 8606 for each of the three years to claim my ROTH IRA as in fact a ROTH and not a traditional IRA? Do you anticipate I will need to pay back taxes for this? Also will I need to file a 1040 form as well?
Thanks again.
‎February 16, 2020
12:19 PM