Level 15
10-05-2021
01:30 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
following is from irs tax tip 2018-118
Taxpayers should also not amend if they forgot to include a required form or schedule. The IRS will mail a request about the missing item.
I think you should just include it in 2020 and I doubt the irs will catch the missing years. I would also fill out the form 8997 for missing years and put in clients file, so you can send it in if IRS ever asks for it