MarilynG1
Expert Alumni

Retirement tax questions

If you have already filed, wait until you receive your refund.

 

Save a copy of your originally filed return, then open TurboTax to change your Roth IRA year-end balance to see if it changes your refund.  If not, you don't need to file an Amended Return.  

 

It may change Form 8606, but you could just save the Amended return to transfer into next year's return with the correct balance.

 

If you haven't filed yet, you can go back to the IRA Contributions section under Deductions & Credits to change the amount. 

 

Here's more info on Do I Need to Amend?

 

@gidandmarge 

 

 

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