Retirement tax questions

to amend, you need to search prior years on IRS site for 2022 Form 8606.

Send it attached to Form 1040-X with year 2022 checked.

Note: when you are not changing any dollar amounts on your amending 1040-X, you can leave all the lines 1-23 EMPTY.

Part III explanation: "didn't include 2022 Form 8606 with e-File".

Done this way, you sign 1040-X, not 8606.
Do not include your old 1040 nor your revised 1040 because the Form 1040-X reflects any changes there and becomes your new tax return.

 

 

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