@dlt99 wrote:
Did you generate another 8606 using override? Since both my wife and I returned our 2020 rmds we would have to include 8606s in our 2020 return that are the same as the ones in our 2019 return?
If you rolled over the distribution that you took because it was not a RMD, then there should NOT be ANY 8606 because you did not take the distribution or do anything to require a 8606. The last filed 8606 remains in effect.
You only generate a new 8606 if the non-deductible basis in the IRA changes and a rollover does not change it.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
