jbkeels
New Member

Amend 2021 Tax Return to correct Rollover vs. Roth Conversion

My Financial Advisor noticed that I accidently checked a box when disclosing a transfer we made to move money from a Traditional to Roth IRA.  On my taxes I accidently checked it as "Rollover" when I submitted but it needs to be a conversion.  Can this be fixed with a simple amendment or is it more in depth since it changes the amount of money that should be taken out?