JohnB5677
Expert Alumni

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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