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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?
May 2, 2023
7:22 AM