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Get your taxes done using TurboTax
if you're only missing the 8606 from your return to record the basis on a nondeductible contribution you made for 2024, and it didn't affect the tax return othewise, I don't think you need to amend your return you just need to send in the 8606; see comments at the end of this article for similar situation
If your conversion includes contributions made in 2024 for 2023, you'll need to check your 2023 return to make sure it includes Form 8606, Nondeductible IRAs. If this form isn't included in your 2023 return, you'll need to fill out a 2023 Form 8606 to record your nondeductible basis for conversion, and mail this form to your designated IRS office. Don’t amend your 2023 return to record your basis.
September 17, 2025
6:30 AM