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New Member
posted Sep 9, 2021 11:16:51 AM

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

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2 Replies
Level 15
Sep 10, 2021 10:04:17 AM

NOTHING is mailed when you efile any return. 

Level 15
Sep 10, 2021 11:34:30 AM


@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.