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Retirement tax questions
If you do the amendment correctly it will show an additional refund of the withheld dollars.
If you can get TurboTax to e-File a 2022 1040-X, you are done.
Otherwise, if filing on paper:
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.
Include any new/corrected document only if it shows federal tax withheld, and include in order only those Sequence Numbered tax forms and Schedules that changed or were added due to your amendment.
‎February 13, 2024
8:55 PM