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Retirement tax questions
Thank you @DanaB27 that worked! 🙂
A couple things I am curious about regarding the amendments and manual filing process:
1) Each amendment is about 34-38 pages long, which includes the 5329, 1040X and the related 1040 and schedules. Does all that get sent to the IRS along with payment, or just forms 5329 and 1040X? I gather I need to send all of the forms.
2) Since I am amending 3 years, with penalty payments associated with each, when I mail this to the IRS should I mail them all together in one envelope (108 pages plus 3 payment checks) or mail each amendment (and each payment) in separate envelopes? I'm not sure what the best practice is here.
Thanks again!
‎March 4, 2025
10:07 AM