Hi,
I made contribution for traditional IRA $2000 in 2019 and $4000 in April 2020 and convert the total $6000 to Backdoor Roth IRA in April 2020. I have filed my 2019 tax in FEB 2020. I didn't report the $2000 non-deductible traditional IRA when I filed in FEB 2020. Since I made more contribution and made the conversion, do I need to file an amendment? If I need to file an amendment, I didn't receive 1099-R form yet and I don't know whether I will receive one. How do I amend my filing without an 1099-R form? Thank you.
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This will all be reported on your 2020 return. You do not need to file an amendment.
If you did not report the $2,000 as elected non-deductible, you are missing Form 8606 on your 2019 tax return.
Generally you file Form 1040X to add or correct information on an already filed tax return.
This will all be reported on your 2020 return. You do not need to file an amendment.
If you did not report the $2,000 as elected non-deductible, you are missing Form 8606 on your 2019 tax return.
Generally you file Form 1040X to add or correct information on an already filed tax return.
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