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beachybumm
February 19, 2021
Question

Amend 8606 - filing instructions

  • February 19, 2021
  • 1 reply
  • 0 views

I'm working on my 2020 taxes and realized that I made a mistake in my documentation of a backdoor roth on my 2019 Form 8606.  I've corrected it - and there's no change to the refund/amount due - but I'm not clear on what I have to file.

 

Can I just send in Form 8606 to the IRS, or do I need to do a 1040x?

 

I also filed state taxes in CA and LA. Do I need to send them Form 8606, too?

    1 reply

    MaryM428
    MaryM428
    February 21, 2021

    You could either just send the Form 8606 to the IRS or you can wait until about mid-March and file an amend.  Filing an amend is probably easier and then your 1040X will have the correct information for your records.  I would advise filing the amend. 

    B
    beachybummAuthor
    February 22, 2021

    I'm unclear. What does mid March have to do with sending it back in? Can't I send it back whenever? 

    MaryM428
    MaryM428
    February 22, 2021

    We expect the IRS to begin accepting amendments in mid-March.  They have still not announced the date.

     

    You have three years to file an amendment after the date you filed the original return or 2 years after you paid any tax due on the return.

     

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