DanaB27
Expert Alumni

Retirement tax questions

Yes, if you filed a 2020 Form 8606 then this will need to be updated. You can file the 2020 Form 8606 alone if it won't change anything on your 2020 return. If it changes anything on your 2020 return then you will need to file a 2020 amended return.

 

Yes, you will need to amend your 2021 tax return.

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