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Retirement tax questions
@fanfare, thanks for the workaround. I just went through it in detail, and it looks like it will work. I should still be able to efile, and just need to send a short 1040-X with the new 8606 form in the mail. If I could mark more than one answer as correct, I'd mark yours as well.
‎February 12, 2026
4:45 PM