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Retirement tax questions
One reasonable option:
1) e-File
2) get 1040-X and 2024 8606 from IRS in fillable PDF.
3) mail them to the IRS address specified for your location.
Note: when you are not changing any dollar amounts on your amending 1040-X, you can leave all the lines 1-23 EMPTY.
Part II explanation: "correcting original Form 8606 filed with TurboTax errors".
Done this way, you sign 1040-X, not 8606.
Do not include your old 1040 nor your revised 1040 because they are identical.
March 23, 2025
11:46 AM