Amended return with no change to the numbers

Forum|Forum|5 years ago
May 18, 2021
2 replies
14 views

I'm doing an amended return only to include an 8606 to show a nondeductible IRA contribution. Should the 1040X show the exact same numbers in Columns A and C? Or no numbers at all? I've seen software do it both ways.

ProSeries Professional

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Just-Lisa-Now-

Intuit Community Champion

Ive had paper amended returns kicked back as "incomplete" when no numbers were in any columns, not sure if the same thing happens with Efiled amended returns.

Cant you send the 8606 in alone? feels like I remember that being a thing.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

U

Username is two wordsAuthor

Level 5

You can send the 8606 alone if you're not required to file a tax return.

I find a 1040x with no numbers weird, so, the numbers go in. Thanks.

Camp1040

Level 10

As Lisa said the 8606 can be sent without a tax return, there is a place for signature and dates at the bottom of the form.

U

Username is two wordsAuthor

Level 5

You send in the 8606 alone if you're not required to file a tax return. This taxpayer IS required to (and did) file a tax return but left out the 8606. I'd love to file it alone but I think that's asking for trouble...

Camp1040

Level 10

You did send in a tax return so now just send in the 8606.

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