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redhalcyon
Returning Member

Amending 2018 return for excess IRA Roth contributions, but not given option to print "All official forms required for filing"

I'm using the desktop Mac program, and I think that I've filled out my 2018 amended return correctly to account for excess contributions to my Roth IRA for that year. Now I'm on the following step:

Screen Shot 2021-04-29 at 1.25.59 PM.png

However, when I click on the Print Returns button, I get the system (i.e. not Turbotax) print dialogue, which of course does not have an "All official forms required for filling" option anywhere. I've saved the amended return to PDF and when I looked at it, it includes forms that I think would be unnecessary for the 1040X (such as 1040-ES vouchers), and the entire file actually has more pages (91) than my original 2018 return (78). So it seems that the resulting PDF has too many forms attached to it? I'd appreciate any guidance here, especially if I actually do need to print out nearly 100 pages.

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1 Reply

Amending 2018 return for excess IRA Roth contributions, but not given option to print "All official forms required for filing"

Assuming you did not remove the 2018 excess until 2020 or later then there should be a 5329 form with the 6% penalty.

 

All you need to mail to the IRS is the 1040X and 5329 form.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

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