MarilynG1
Expert Alumni

Retirement tax questions

You could Amend your returns for 2021 and 2020, but not farther back than that.

 

However, if a small amount reported each year does not change your tax outcome, you don't need to Amend.  Just keep the documentation for your records.

 

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

 

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"