IntermediateSlide lesson15 min
Missing forms
Missing Form 8606, missing Schedule D, missing Form 8962. Which fixes need 1040-X, which don't.
Last reviewed: July 2026 · Tax year 2026 (post-OBBBA)
Missing Form 8606, missing Schedule D, missing Form 8962. Which fixes need 1040-X, which don't.
Last reviewed: July 2026 · Tax year 2026 (post-OBBBA)