How to do an amended return with forms view for form 1040 line 5b?

Forum|Forum|6 months ago
March 11, 2026
1 reply
31 views

I need to update the taxable amount of my Roth Conversion.

TurboTax Online

LaShaunA3

Alumni - Intuit

In Forms view, review Form 8606, because it calculates the taxable portion of your Roth conversion and carries that amount to Form 1040 line 5b.

If you already filed, you’ll need to start an amended return (Form 1040-X) in the same TurboTax account used for the original filing. The amendment will begin with your original return and the refund meter will reset to $0, showing only the changes you make. You generally have 3 years from the date you filed or 2 years from when you paid the tax (whichever is later) to file an amendment.

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