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Retirement tax questions
For future reference
when filing 1040-X by mail,
do not include your old 1040 nor your revised 1040 because the Form 1040-X reflects any changes there and becomes your new tax return.
you could have just mailed in the Form 5329 alone along with explanation. see bottom of Form 5329.
‎February 22, 2023
6:43 AM