@DavidD66
Thank you for your response.
Would you be able to help with more questions about amended returns ?
Q 1 - I don't think i can efile my 2021 amended return. Turbotax premier desktop edition says TurboTax e-filling closed on October 17th, 2022.
Q 2 - TurboTax instructions says I should only send forms which have changed. So in my case, that means form 1040X and form 8606. No other document needed.
However IRS website says for Amended return, I should send all the same forms and schedules.
Link: https://www.irs.gov/filing/file-an-amended-return#:~:text=To%20amend%20a%20return%2C%20file,t%20have....
To amend a return, file Form 1040-X, Amended U.S. Individual Income Tax Return. You can use tax software to electronically file your 1040-X online.
Submit all the same forms and schedules as you did when you filed your original Form 1040 even if you don't have adjustments on them.
File Form 8879, IRS e-file Signature Authorization with your 1040-X.
You can file up to 3 amended returns for the same year.
File on paper if you're amending a return you originally filed on paper and Forms 1040 and Form 1040-SR, U.S. Return for SeniorsPDF before 2020, and Form 1040-NR, Nonresident Alien Income Tax ReturnPDF before 2021.
I am not sure which instructions ( IRS or TT ) to follow.
Thanks!
