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Retirement tax questions
If your return has been accepted by the IRS, then you have to start an amended return (1040X) to make changes. Roth IRA contributions might qualify you for the Saver's Credit. If your refund/ balance due changes with adding your Roth contribution and you need to file, then please wait until your refund or payment is processed. Please be aware that you can e-file your 2022 amended federal tax return, but states may require amendments to be printed and filed by mail. Please see How to amend a tax return for instructions.
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‎February 6, 2023
5:00 AM