Amendment Return for 2021 to file Form 8606

[MIYF]

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.

[LoganathanB]

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

[MIYF]

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]

@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".

[MIYF]

@fanfare 

Thanks.  You are correct - there is no change to the tax due.

But your solution involves printing and mailing a hardcopy.  In other discussion forums, it appears there is a way to do this via e-File via TurboTax with an amended return and form 8606.  That would be the preferred way - much easier and saves a few trees.  Is it possible?  If so, could you explain how - 

[fanfare]

You have to go through the interview to get a correct Form 8606. ( you said you did not want to do that,

but that is unavoidable unless you are an expert on Form 8606.)

If you e-Filed 1040 you get only one 1040-X e-File.

If you do this on paper, you don't use up your one e-File that you might need latter  for other reasons.

[TaxMan30]

need to amend 2021 return to add Form 8606 to show my Roth conversion

[DoninGA]

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@TaxMan30 wrote:

need to amend 2021 return to add Form 8606 to show my Roth conversion

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See this TurboTax support FAQ for amending a 2021 tax return originally completed and filed using TurboTax - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-2021-return/L1gEU4G3X_U...