rbynaker
Level 13
04-03-2023
05:05 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I think we may still be short on details but it sounds like you don't have an excess contribution, just a non-deductible contribution. Amend the 2021 return with the correct entries and see if the software throws some basis on an 8606.
A lot of folks confuse excess contributions with non-deductible contributions.