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alwood2248
New Member

I amended my taxes due to a 401K to roth IRA conversion. I selected E-File. What do I need to mail the government?

 
2 Replies
Critter-3
Level 15

I amended my taxes due to a 401K to roth IRA conversion. I selected E-File. What do I need to mail the government?

NOTHING is mailed when you efile any return. 

Opus 17
Level 15

I amended my taxes due to a 401K to roth IRA conversion. I selected E-File. What do I need to mail the government?


@Critter-3 wrote:

NOTHING is mailed when you efile any return. 


Well actually...

 

There are about 8-10 specific (and rare) situations where you must mail the IRS a paper original of something after you e-file. In these cases, Turbotax will advise you in the filing instructions, and will prompt you to print a form 8453, which is a cover sheet that you mail to the IRS with the required form, usually within 3 days of e-filing.

 

A Roth conversion is not one of the cases that requires an original document.  For routine tax returns, you don't mail anything after e-filing. And, now that the IRS has opened amended returns for e-filing, there is likewise no requirement to mail paper originals unless you are in one of those limited situations. 

*Answers are correct to the best of my ability at the time of posting but do not constitute legal or tax advice.*
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