topic Re: Amendment Return for 2021 to file Form 8606 in After you file

Amendment Return for 2021 to file Form 8606

MIYF — Mon, 09 Mar 2026 09:22:54 GMT

My 2021 tax return is filled and accepted, but I just realized I characterized my Backdoor ROTH contribution as a "rollover" rather than as a "conversion." As a result, TurboTax did not generate and I did not file Form 8606 (as I have properly done in prior years).

Rather than having to print and mail the IRS Form 8606, I would like to amend my 2021 return and take care of this through TurboTax via e-File.

Can you explain how to do this amendment in TurboTax desktop? I've selected "I need to amend my 2021 return," but when I go to 1099-R (withdrawals from 401(k), 403(b), IRAs, pensions) and selected "Update," it is asking me to input all the information again. I don't want to report the same Backdoor ROTH contribution again. I'm afraid the IRS with consider it $12,000 worth of contributions, rather than the single $6000 conversion I made.

I just need to get back to the screen when I can select conversion rather than rollover so Form 8606 is generated and filed.

Re: Amendment Return for 2021 to file Form 8606

LoganathanB — Tue, 01 Mar 2022 22:15:13 GMT

Please wait till IRS processes your original tax return to file your amended tax return.

Click on the link for more information on amending your tax return

Amendment

Re: Amendment Return for 2021 to file Form 8606

MIYF — Tue, 01 Mar 2022 22:20:50 GMT

Hi -

I IRS has accepted and processed my original tax return already. I owed a little bit, and they've already debited the tax owed out of my checking account. So everything for the original return is already done. I need help with the amendment - not generic amended return instructions, but specifically how to file Form 8606.

Re: Amendment Return for 2021 to file Form 8606

fanfare — Tue, 01 Mar 2022 22:32:48 GMT

@MIYF

It's not clear from your post whether your tax is changing due to your error.

If your tax has not changed,

get Form 1040-X from IRS website and mail it in with your 8606, which you can also get in fillable PDF.
Note: since you are not changing any dollar amounts on your amended tax return, you can leave all the lines 1-23 EMPTY.

Part III explanation: "didn't include Form 8606 with e-File".

Re: Amendment Return for 2021 to file Form 8606

MIYF — Tue, 01 Mar 2022 22:50:07 GMT

@fanfare

Thanks. You are correct - there is no change to the tax due.

But your solution involves printing and mailing a hardcopy. In other discussion forums, it appears there is a way to do this via e-File via TurboTax with an amended return and form 8606. That would be the preferred way - much easier and saves a few trees. Is it possible? If so, could you explain how -

Re: Amendment Return for 2021 to file Form 8606

fanfare — Tue, 01 Mar 2022 22:59:24 GMT

You have to go through the interview to get a correct Form 8606. ( you said you did not want to do that,

but that is unavoidable unless you are an expert on Form 8606.)

If you e-Filed 1040 you get only one 1040-X e-File.

If you do this on paper, you don't use up your one e-File that you might need latter for other reasons.

Re: Amendment Return for 2021 to file Form 8606

TaxMan30 — Mon, 19 Sep 2022 21:03:53 GMT

need to amend 2021 return to add Form 8606 to show my Roth conversion

Re: Amendment Return for 2021 to file Form 8606

DoninGA — Mon, 19 Sep 2022 21:11:22 GMT

@TaxMan30 wrote:

need to amend 2021 return to add Form 8606 to show my Roth conversion

See this TurboTax support FAQ for amending a 2021 tax return originally completed and filed using TurboTax - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-2021-return/L1gEU4G3X_US_en_US?uid=l899idkv