Hello (@dmertz),
I have a similar question. I converted my 2022 trad IRA contribution to a roth IRA after I already filed. While filling out my 2023 IRA and entering my 2023 1099-R (with R in box 7) Turbotax flagged that I might need to amend my 2022. I went through the process of amending my 2022 return on TurboTax, but at the end it said there would be $0 change to both fed and state.
Q1: I'm past the October 2023 deadline for e-filing an amended return, is it really necessary for me to mail an amended return when it makes no impact on what I owe or am owed?
When I tried to look it up, it seemed like one person was saying mailing form 8606 is all that is needed, but I didn't see any form 8606 in the pdf file that Turbotax prepared for my amended tax return file. In general, when looking through the amended return, aside for the Forms with X at the end being added, the content looked the same.
Q2: I also have a 2023 Form 5498 for the recharacterization, but I don't see where that information goes.
Any help would be be appreciated. Thank you.
