Retirement tax questions

Hello,

 

Thank you for your reply. Do I need the amended Form 5329? I never took any distribution from any IRA. 

 

So as I understand the envelope to

 

Department of the Treasury
Internal Revenue Service
Kansas City, MO 64999 – 0052

 

should contain : 

 

1. Updated Form 8606 (For tax Year 2007 version) with correct basis and correct contribution.

2. A cover letter with explanation as to what is corrected from the originally filed Form 8606 for tax year 2007. 

 

Thank you so much, 

View solution in original post