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Retirement tax questions
MAil your amended return. Do not send all forms and schedules. All you need to send is the updated/amended Form 8606 and Form 1040-X. Based on your original question there won't be any changes to Form 1040 or any other forms or schedules. So, all you need is the new 8606 and the 1040-X which has an explanation for why you are amending (to correct Form 8606).
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‎April 4, 2024
12:53 PM