Just to confirm.
To amend the 2019 tax return for Roth IRA excess contribution, I will include:
1. 1040X for 2019 with signature
2. 1040 for 2019 with new schedule 2 (additional taxes) with signature
3. 5329 forms without signature
I will not include the following forms that were originally filed for 2019 tax return since there is no changes on these forms:
1. schedule B for 2019 (interest and ordinary dividends)
2. form 8995 for 2019 (qualified business income deduction simplified computation)
I will withdraw the excess amount this year therefore have not received 1099r yet
Is there anything else that I missed?
Thanks a lot.
