RobertB4444
Expert Alumni

Retirement tax questions

They're not wrong.  Dealing with the IRS can be difficult and even though submitting an *606 by itself should be ok clearly sometimes it is not.  

 

You can generate a 1040-X in your 2023 program and type in the explanation for why you are filing and send it off with the 8606.  That will ensure it gets processed.

 

@madkiwis 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post