How to eFile amended returns? Amending Form 8606 for 2021, 2022, and 2023

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March 30, 2025
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I need to file amended returns for the last 3 years due to not handling nondeductible IRA basis tracking correctly on form 8606. Per the IRS, you can use tax software to electronically file your 1040-X. File an amended return | Internal Revenue Service

I used TurboTax Deluxe and e-File'd for each year's original return. As an example, for TurboTax 2021 I go through the steps and says that 'e-Filing is Closed for the season, You can file by mail' the tax season closed 10/17/2022. However, I get to the end there is an option to "Transmit Returns Now", when I click the button, I get a 'Correct your Signature date' which is signed with today's date of 3/30/2025. Then TurboTax indicates the signature date must be between 1/1/2022 and 12/312022.

How to efile:

Question 1: Will TurboTax handle it once you are past the end of the year it was originally due?

Question 2: How can I electronically file (eFile) my amended tax returns for previous years (2021, 2022, 2023) through TurboTax?

If I have to print and snail mail, I have a couple more questions:

Question 3: If the only change is form 8606 for nondeductible IRAs and there is no change to anything else with 0 payment/refund due on the 1040-X, what do I need to print to send? I have read either a) the whole return or b) just the 1040-X and Form 8606 or c) is there something else?

Question 4: Can I mail all 3 amended returns together in one envelope or must they be separate?

Question 5: With 2024 taxes due in two weeks, should I file an extension for 2024 to allow the amended taxes time to process first or can I submit it now using the corrected tax basis numbers?

Thanks in advance for your help.

Best answer by fanfare

The proper way to file Form 8606 is attached to Form 1040-X.
Form 8606 can be mailed by itself only when you are otherwise not required to file a tax return.

Did you do a true backdoor contribution that is tax-free, or planned to be?
in that case Form 8606 will show a taxable amount of zero.
Do you have the correct taxable amount on Form 1040 Line 4b and did not take a deduction? (Schedule 1 Line 20)?
If that is all true then only Form 8606 has to be attached.
After you e-File,
get Form 1040-X from IRS website and mail it in with your <year> 8606, which you can also get in fillable PDF under "prior forms"..
Note: when you are not changing any dollar amounts on your amending 1040-X, you can leave all the lines 1-23 EMPTY.

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

Done this way, you sign 1040-X, not 8606.
Do not include your old 1040 nor your revised 1040 because they are identical

===

do not mail different years in the same envelope.

fanfareAnswer

Employee

The proper way to file Form 8606 is attached to Form 1040-X.
Form 8606 can be mailed by itself only when you are otherwise not required to file a tax return.

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

Done this way, you sign 1040-X, not 8606.
Do not include your old 1040 nor your revised 1040 because they are identical

===

do not mail different years in the same envelope.