Retirement tax questions

For an inherited IRA with basis, the names on 8606 should be "<owner> and <your name> BENE" or Beneficiary if it fits, and your SSN.

 

TurboTax won't prepare such a form. You can get the form in fillable PDF format on the IRS website.

After e-Filing you can mail it attached to Form 1040-X .

Explanation: "form not included with e-File due to software issues"

 

Note: when you are not changing any dollar amounts on your amending 1040-X, you can leave all the lines 1-23 EMPTY.

-

Done this way, you sign 1040-X, not 8606.
Do not include your old 1040 nor your revised 1040 because they are identical.

 

@Proteus7