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Retirement tax questions
If you state in your 1040-X explanation that
you have available on request satisfactory deposit receipts, and Forms 1040 showing no deduction taken,
IRS may accept a bunch of Forms 8606 without asking you to produce those records.
Not counting the President, we're all on the Honor System here.
Note: when you are not changing any dollar amounts on your amending 1040-X, you can leave all the lines 1-23 EMPTY.
If you attach original return Form 1040 showing no deduction, write "COPY ONLY - DO NOT PROCESS" in bold at the top.
May 6, 2025
8:10 AM