Amendment Return for 2021 to file Form 8606

Forum|Forum|4 years ago
March 1, 2022
7 replies
39 views

My 2021 tax return is filled and accepted, but I just realized I characterized my Backdoor ROTH contribution as a "rollover" rather than as a "conversion." As a result, TurboTax did not generate and I did not file Form 8606 (as I have properly done in prior years).

Rather than having to print and mail the IRS Form 8606, I would like to amend my 2021 return and take care of this through TurboTax via e-File.

Can you explain how to do this amendment in TurboTax desktop? I've selected "I need to amend my 2021 return," but when I go to 1099-R (withdrawals from 401(k), 403(b), IRAs, pensions) and selected "Update," it is asking me to input all the information again. I don't want to report the same Backdoor ROTH contribution again. I'm afraid the IRS with consider it $12,000 worth of contributions, rather than the single $6000 conversion I made.

I just need to get back to the screen when I can select conversion rather than rollover so Form 8606 is generated and filed.

Amend

LoganathanB

Level 7

Please wait till IRS processes your original tax return to file your amended tax return.

Click on the link for more information on amending your tax return

Amendment

MIYFAuthor

Level 2

Hi -

I IRS has accepted and processed my original tax return already. I owed a little bit, and they've already debited the tax owed out of my checking account. So everything for the original return is already done. I need help with the amendment - not generic amended return instructions, but specifically how to file Form 8606.

fanfare

Level 15

@MIYF

It's not clear from your post whether your tax is changing due to your error.

If your tax has not changed,

get Form 1040-X from IRS website and mail it in with your 8606, which you can also get in fillable PDF.
Note: since you are not changing any dollar amounts on your amended tax return, you can leave all the lines 1-23 EMPTY.

Part III explanation: "didn't include Form 8606 with e-File".