Traditional IRA

Forum|Forum|3 years ago
February 21, 2023
1 reply
6 views

Hello,

I am trying to back track some information so I can gather old records. As I logged into my TIA CREF account, I noticed I have about $2000 in traditional IRA :(.

I remember vividly years ago when I was informed by Turbotax that my AGI was over the limit and that the contribution made became nondeductible traditional IRA. Is this something Turbotax would inform the filer?

If I go back and look for past years (used Turbotax), do I need to look for Form 8606?

All my contributions have been to Roth but I don't know how those got into the Traditional IRA (maybe a rookie mistake). My work had always offered 403b but I never max out until recent years.

Thanks,
TT

fanfare

Level 15

there would only be one Form 8606 for the year you made that non-deductible contribution.

If you keep paper copies of all your tax returns, you should find it there.

IRS says keep paper copies of all Forms 8606 you file.

@tractng

tractngAuthor

Level 4

Do you know how many years Turbotax keeps the online copy?

SForrestLO

Level 11

If you use the same account it will be easy to locate your documents. This Turbo Tax FAQ will show you how to access your return.
How do I access my prior year's return?

If you can’t access your prior year's return, you can request a copy of the transcript from the IRS.

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