如何amend 8606表

turbotax提交了以后才发现今年backdoor roth报税有问题,想amend一下8606表。有人知道该如何操作吗?现在已经把修改好的表填好了,想知道如何寄给IRS,然后只要8606表,不需要1040x是吗?谢谢!

Revise 8606 是需要 1040-X 的,否则可能被打回。跟着 86061040-X Instructions 走就行了

Amending Form 8606

If necessary, complete a new Form 8606 showing the revised information and file it with Form 1040-X.

如果总应税额不变,只是为了修正 8606 上的信息的话,1040-X file by paper 填写跟着这段走:

  • Enter your name, current address, and social security number (SSN) or individual taxpayer identification number (ITIN) on the front of Form 1040-X.
  • Don’t enter any other information on page 1. Also don’t complete Part I on page 2 of Form 1040-X.
  • Enter in Explanation of Changes the reason you are filing Form 1040-X.
  • Complete a new or corrected return (Form 1040, 1040-SR, 1040-NR, etc.).
  • Across the top of the new or corrected return, write “Amended.”
  • Attach the new or corrected return to the back of Form 1040-X.

最后几页纸平信寄到 Instructions 里指定的 IRS 地址就行:

寄到 IRS 之后过 1-2 周就能在这里查到 1040-X 处理进度了,一般 6-8 周可以处理完。

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