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Retirement tax questions
@DanaB27 Thanks for the reply!
I have seen some other members that are not able to just do a standalone 8606 and that the IRS asks for a 1040X to go along with it, as a standalone 8606 can only be done if you don't need to file a 1040?
If I need to do a 1040X, it seems like the amendments can only be done 3 years after you file the return? Or since there is no change to the taxes can I go back to 2016 and 2017 years and fix them too.
thanks!
‎April 10, 2022
12:37 PM