topic I recently noted I have to ammend returns for mutiple years due to listing 401 K info instead of Roth account info. Do I contact the IRS, or do I go through you? in Retirement tax questions

I recently noted I have to ammend returns for mutiple years due to listing 401 K info instead of Roth account info. Do I contact the IRS, or do I go through you?

rwhitbec — Fri, 25 Oct 2019 19:38:14 GMT

Re: I recently noted I have to ammend returns for mutiple years due to listing 401 K info instead of Roth account info. Do I contact the IRS, or do I go through you?

DoninGA — Fri, 25 Oct 2019 19:44:30 GMT

If you used TurboTax to complete and file the tax returns then you can use TurboTax to amend the returns. TurboTax supports amending tax returns for tax year 2018 thru 2016. A federal amended tax return, Form 1040X, can only be printed, signed, dates and mailed to the IRS.

See this TurboTax support FAQ for amending the tax return - https://ttlc.intuit.com/community/amending/help/how-to-amend-change-or-correct-a-return-you-already-filed/01/25588

Go to this IRS website for free federal tax forms, schedules and instructions - https://apps.irs.gov/app/picklist/list/priorFormPublication.html

Re: I recently noted I have to ammend returns for mutiple years due to listing 401 K info instead of Roth account info. Do I contact the IRS, or do I go through you?

Hal_Al — Sat, 26 Oct 2019 13:49:19 GMT

Depending on the complexity and number of years involved, you may want to consider having the amendments done by a professional tax person.

It's not clear what you mean by "due to listing 401 K info instead of Roth account info". If you can provide more info, we may be able to give you more specific advise. There is a three year limit for claiming a refund, but no limit on far back you have to go when you owe the IRS.

Taking money out of a 401k is usually taxable (and if you are under age 59-1/2, usually subject to an additional 10% early withdrawal penalty). Distributions (withdrawals) from a Roth IRA may or not be taxable, depending on how much you originally put in and other factors.