Only recently did I catch a mistake in backdoor roth contributions. In summary I did not correctly track my non-deductible traditional IRA contributions and was taxed on conversions. Listing my individual questions below as well as the 2019-2023 overview.
Questions
1) How many 8606 forms do I need to refile? Since the mistake goes back to 2019 do I need to refile that one was well or can I start in 2020 since you can only amend 3 years prior for credit?
2) Can I submit all refiles of my 8606 and 1040X at the same time for years 2020,2021, 2023. Are there any forms or support I need to include and do I need to refile each return with the same supporting files or can it be bundled?
3) Given the tax deadline for 2024 is approaching, how should I currently handle my 2024 forms 8606 knowing the prior amendments are unlikely to be accepted
Overview
2019) Made non-deductible contribution to Traditional IRA, (put money in roth than recharacterized to traditional IRA)
2020) Made non-deductible contribution to Traditional IRA, did not track prior basis.
2021) Made non-deductible contribution to Traditional IRA, did not track prior basis. Also converted Traditional IRA to Roth which was taxed due to not recording basis
2022) Made non-deductible contribution to Traditional IRA, did not track prior basis
2023) Made non-deductible contribution to Traditional IRA, did not track prior basis. Also converted Traditional IRA to Roth which was taxed due to not recording basis
