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Retirement tax questions
It's not clear what your tax return says.
If you e-Filed without mentioning your IRA in any way, there is nothing to do.
You do not have to amend.
The custodian was wrong.
If you did file Form 8606 in anticipation, you have to amend to zero out the entries on that form
You don't need to mention the fact that you lost money.
May 18, 2024
11:08 PM