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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.
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‎April 22, 2025
3:20 PM