The proper way to file Form 8606 is attached to Form 1040-X.
Do you have the correct taxable amount on 2023 Form 1040 Line 4b and did not take a deduction? (Schedule 1 Line 20)?
Since Line 20 is zero, only Form 8606 has to be attached.
After you e-File,
get Form 1040-X from IRS website and mail it in with your 2023 Form 8606, which you can also get in fillable PDF under "prior year" forms.
Populate 8606 Lines 1, 3, 14 with your $ amount.
Note: when you are not changing any dollar amounts on your amending 1040-X, you can leave all the lines 1-23 EMPTY.
Write "2023" in the topmost box on 1040-X.
Part II explanation: "didn't include Form 8606 with e-File. Making contribution non-deductible".
Done this way, you sign 1040-X, not 8606.
Do not include your old 1040 nor your revised 1040 because they are identical.
==
use the data on your 2023 Form 8606, not yet on its way to IRS, to complete your 2024 Form 8606 with TurboTax.
You will end up with no tax.
now you can mail the 2023 amendment.
@elizabethelmoreesq
