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.

 

@TaxGeek100