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Retirement tax questions
I figured out my mistakes on my form. I am able to amend my tax return and I see correct form 8606 now.
I made this mistake in 2021 and 2022 tax returns. I will amend and file both of then.
I used turbotax premium desktop version. Can I efile 2021 amended return ? I think not. I have to paperfile.
How about filing 2022 tax return?
One more question :
For amended return, should I send just three documents: form 1040X, form 1040 and form 8606 for myself & spouse.
Except form 8606, nothing has changed on tax return.
Thanks!
‎April 1, 2024
4:25 PM