I filed Form 4868 for the automatic 6-month filing extension in April, then filed my return on May 17. Now it's still prior to Oct. 15, and I need to make a change.
I originally filed the Form 1040 with Form 5329 showing a 6% excise tax on an excess contribution to a Roth IRA because my MAGI was above the limit. However, I've since learned that was unnecessary, and I have corrected the issue by recharacterizing the contribution as a Traditional IRA nondeductible contribution instead (Form 8606 added).
So now the question comes up, can I e-file this amended return? Because Form 5329 now shows $0, will it even be transmitted with the amended Form 1040-X? (ordinarily needed to demonstrate my claim to a refund of the excise tax) How do I include other supporting evidence with the amended return e-filing to show that the recharacterization was actually processed?
