DianeW777
Expert Alumni

After you file

An amended return requires only the forms or schedules that are changing.  It is recommended that any document that has any federal withholding should also be attached. You can attach the Form 1099R which may eliminate questions but include the reason with your explanation on page 2, Form 1040-X. Only the Form 8606 for the tax year you are amending needs to go with the Form 1040-X.

 

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