Thank you for your help with my Excess IRA Withdrawal amendment!
I completed my 2023 amendment in TurboTax. When printing the TurboTax documents it did not include:
Form 5329 to be mailed to IRS. I am assuming I do not have to submit this form with my amendment since TurboTax did not. identify it?
Also, TurboTax did include form 8453 with box checked for Form 8949 (Sales & Other Dispositions of Capital Assets). TurboTax did not print form 8949 in their amendment documentation for my use. Do I need to do anything with form 8949? If so, why did TurboTax not print it with my amendment?
