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After you file
Thanks for letting me know this. Just a quick follow-up:
So I see the old 1099-R and 8606 with $8500 in part II. I opened the 1099-R and made the changes based on new 1099-R which shows the new gross distribution in box 1. Code is R and no other box has any info or selected. After answering the questions I was able to add the explanation. It now shows the refund that I am supposed to get. But when I go to forms, I dont see 8606 anymore. I know you said that I will manually have to 0 out part II - but am I supposed to see the form in turbo tax or just go to IRS website and print the form and include with 1040x? Also will I be using 2017 8606 or 2018 8606 from IRS website.
Because it took this amount out of my income, it lowered my income to the point I am getting $400 qualified retirement contribution credit. Am I supposed to do anything special for that and include form 8880 showing this credit as well?
Also when I save the amended return - it is saving all the forms again - 1040, schedule A, retirement contributions, schedule d, business, etc. I am just supposed to send in 1040x and 8606 and not send the other forms since nothing changed.
Also - my itemized deductions increased by like $150 - am I supposed to include Schedule A for that?
Finally - it updated my refund for NY state along with it. Am I supposed to do anything special for NY state?
Thanks a lot for all your help with this.
So I see the old 1099-R and 8606 with $8500 in part II. I opened the 1099-R and made the changes based on new 1099-R which shows the new gross distribution in box 1. Code is R and no other box has any info or selected. After answering the questions I was able to add the explanation. It now shows the refund that I am supposed to get. But when I go to forms, I dont see 8606 anymore. I know you said that I will manually have to 0 out part II - but am I supposed to see the form in turbo tax or just go to IRS website and print the form and include with 1040x? Also will I be using 2017 8606 or 2018 8606 from IRS website.
Because it took this amount out of my income, it lowered my income to the point I am getting $400 qualified retirement contribution credit. Am I supposed to do anything special for that and include form 8880 showing this credit as well?
Also when I save the amended return - it is saving all the forms again - 1040, schedule A, retirement contributions, schedule d, business, etc. I am just supposed to send in 1040x and 8606 and not send the other forms since nothing changed.
Also - my itemized deductions increased by like $150 - am I supposed to include Schedule A for that?
Finally - it updated my refund for NY state along with it. Am I supposed to do anything special for NY state?
Thanks a lot for all your help with this.
‎June 7, 2019
4:38 PM