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Retirement tax questions
It is not enough to report the amounts; they must be reported on the Form 1040 for the applicable year.
Ordinarilly, IRS won't correct your errors based on a written note, which is often discarded.
Use Form 1040-X with "2023" notation to add or correct information on an already filed 2023 tax return.
If the distribution amount transfered to your state return, you have to amend 2023 state return also.
‎February 9, 2025
10:31 PM