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Retirement tax questions
You may not have to file an amended return, but I have a few questions.
Did you ever make any non-deductible contributions to your IRA?
Was this a rollover, or a re-characterization?
If you answered no to both of these questions, and Box 7 was a code 7, you do not have to file an amended tax return.
If you look at the tax return you already filed, I expect the line 4a is the same as 4b, and only the conditions above will change that.
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March 10, 2024
1:33 PM