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Thanks DanaB27 - can a previous year amendment be e-filed or does it need to be manually printed? Can this also impact State taxes in that year and will those also need to be potentially amended? I read on another post that only a 5329 (additional tax on qualified plans) form needs to be completed and submitted for the appropriate year - not sure if this is in lieu of or in addition to amending an entire tax return. Thanks for your help!