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Get your taxes done using TurboTax
I checked the box, typed in the explanation, printed the 1040X along with all paperwork associated with the amended tax return and mailed them to the IRS with a check (additional income tax on the $777). Couldn't file the 1040X electronically because Turbo Tax thinks my excess contribution is less than what I removed. Anyway, the amended Federal and state taxes are done and mailed. Guess I just disregard the 1099 SA to be issued in January 2026 regarding the $777 excess contribution removal since I already accounted for it in the 1040X.
‎June 17, 2025
4:17 PM