Skip to main content
TurboTax
Community
TurboTax
TurboTax
B
beachybumm
Level 2
February 19, 2021
Question

Amend 8606 - filing instructions

  • February 19, 2021
  • 17 replies
  • 79 views

I'm working on my 2020 taxes and realized that I made a mistake in my documentation of a backdoor roth on my 2019 Form 8606.  I've corrected it - and there's no change to the refund/amount due - but I'm not clear on what I have to file.

 

Can I just send in Form 8606 to the IRS, or do I need to do a 1040x?

 

I also filed state taxes in CA and LA. Do I need to send them Form 8606, too?

    17 replies

    MaryM428
    MaryM428
    Level 11
    February 21, 2021

    You could either just send the Form 8606 to the IRS or you can wait until about mid-March and file an amend.  Filing an amend is probably easier and then your 1040X will have the correct information for your records.  I would advise filing the amend. 

    B
    beachybummAuthor
    Level 2
    February 22, 2021

    I'm unclear. What does mid March have to do with sending it back in? Can't I send it back whenever? 

    MaryM428
    MaryM428
    Level 11
    February 22, 2021

    We expect the IRS to begin accepting amendments in mid-March.  They have still not announced the date.

     

    You have three years to file an amendment after the date you filed the original return or 2 years after you paid any tax due on the return.

     

    TurboTax flag icon

    Unlock tailored help options in your account

    Create an account
    TurboTax Expert Assist
    TurboTax Expert

    Get answers to all your tax questions

    Our experts are available on-demand, no appointment needed. Get help all year long with TurboTax Expert Assist.

    Explore your options
    Terms & ConditionsAccessibility statement
    Sitemap
    Intuit
    TurboTax Credit Karma QuickBooks MailChimp

    ©1997-2026 Intuit, Inc. All rights reserved.
    Intuit, QuickBooks, QB, TurboTax, Credit Karma, and Mailchimp are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

    Security Certification of the TurboTax Online application has been performed by C-Level Security.

    By accessing and using this page you agree to the Terms of Use.

    About Cookies Manage cookies

    TRUSTe nResult Certified e-File C-Level Security Certification
    Intuit
    TurboTax Credit Karma QuickBooks MailChimp

    © 2026 Intuit Canada ULC or its affiliated companies. All rights reserved. Intuit, QuickBooks, QB, TurboTax and ProFile are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

    Copyright © Intuit Canada ULC, 2026. All rights reserved.

    About Cookies Manage cookies

    Intuit
    TurboTax Credit Karma QuickBooks MailChimp

    © 2026, Entreprises Intuit Canada ULC ou ses sociétés affiliées. Tous droits réservés. Intuit, QuickBooks, QB, TurboImpôt et ProFile sont des marques déposées d’Intuit Inc. Les modalités, prix, fonctions et options de service et de soutien peuvent changer sans préavis.

    © 2026, Entreprises Intuit Canada ULC. Tous droits réservés.

    À propos des témoins Gérer les témoins