Do I need to mail a corrected 1040 with a amendment

Forum|Forum|3 years ago
July 31, 2023
3 replies
31 views

Hi,

In my original tax filling, I forget to include the 1099-R for in-plan Roth conversion. So my line 5a in my 1040 was left empty and I want to fix it through an amendment.

However, there is no taxable income change and no new form need. What forms do I need to file with 1040-X.

Shall I include a corrected 1040? Otherwise, how could IRS see what is amended?

Thanks

Mike9241

Level 15

Use this IRS tool. it may want form 8606. if you are supposed to file a 1040-X all that's need would be needed is the 1040-X, 1040, and 8606

https://apps.irs.gov/app/IPAR/investigate/IPAR_1/en-US/Attribute~retro_interview_complete~global~global/qs%24s1%40TLC_RetirementAccountRolloverorTransfer_Development_Screens_RETROLanding_xint%24global%24global?user=guest

Mike9241

fanfare

Level 15

When amending on paper,

do not include your old 1040 nor your revised 1040 because the Form 1040-X reflects any changes there and becomes your new tax return.

Therefore, there is nothing to do.

@hhh8

Do I need to mail a corrected 1040 with a amendment

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