This is a follow on from my original post , but it took me a while to respond so think it fell off the radar.
https://ttlc.intuit.com/community/retirement/discussion/re-what-are-the-correct-steps-to-amend-my-re...
To summarize: I suspected we made a mistake when filing our 2023 return as it relates to backdooring our traditional into a Roth IRA, and when I went to try and file an amended return for 2023 I don’t believe the issue was corrected: the full distribution amount from 4a was in 4b, which I believe should have been blank (there were no earning before backdooring). The advice I received was to file a Form 8606 showing a non-deductible contribution unless I took a deduction for the traditional IRA contribution which would offset the tax. I wanted to confirm that we did not take a deduction, so I reviewed my 2023 return on TurboTax and there was no Schedule 1 included, so I believe we did not take a deduction. We’ve also never had a balance in either of our Traditional IRAs. I just want to confirm that I’ve reviewed all the correct steps and now should fill our the Form 8606?
