Old paper statements for $6k of basis not pre-tax deducted. No prior 8606. Should we file this years' return via paper with copies of old statements and cover sheet?

Converted old trad IRA to Roth in 2017. Found old paper statements to support $6k of the $23k that was converted were NOT deducted from the prior year taxes, so those were NOT tax deducted contributions. Put $6k on the 8606 as the basis. Should we file this year on paper and provide copies of those prior year IRA statements and tax returns for those years [1995, 96, 97]?

322

1 Best answer

Level 15

Jun 6, 2019 1:12:30 AM

No. Nobody would look at them. Do not send anything to the IRS that they do not specifically tell you to send. If they ever want supporting documentation they will ask for it.

Level 15

Jun 6, 2019 1:12:30 AM

No. Nobody would look at them. Do not send anything to the IRS that they do not specifically tell you to send. If they ever want supporting documentation they will ask for it.

Why sign in to the Community?

Old paper statements for $6k of basis not pre-tax deducted. No prior 8606. Should we file this years' return via paper with copies of old statements and cover sheet?