If you had an overcontribution that was not corrected, you will need to file Form 5329. If there are no other changes, you do not need to amend your return- you can send the 5329 separately.
There are times when you should amend your return and times when you shouldn't. Here are some common situations that call for an amendment:
- You realized you missed out on claiming a tax deduction or credit.
- You accidentally claimed the wrong tax filing status.
- You need to add or remove a dependent.
- You forgot to claim taxable income on your tax return.
- You realize you claimed an expense, deduction or credit that you weren't eligible to claim.
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