DavidD66
Expert Alumni

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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