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After you file

The best answer is to follow the IRS instructions for the Form 1040X as referenced in the answer given by Critter.  The IRS instructions say to include Form 1040X, a copy of the Form 1099-R that was added to the return, and any applicable schedules.  

 

Use the link in the answer above to read the IRS instructions for yourself.

 

 

@bukowskir

 

 

 

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