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Get your taxes done using TurboTax
Just noticed that last year's return had no 8606. I do a back-door Roth each year and this is the first one missing. My TIRA is completely funded with roll-overs, no contributions ever, and ZERO cost basis (no non-deductable).
My AGI was not changed .. the only anomaly with the 1040 is that line 4a in blank, 4b has the distribution. On the 8606, typically only line 16 & 18 are filled in by TT.
I have asked a few forums about this and got three(3) answers ..
One- don't do anything until / unless I hear from the IRS
Two- mail in 8606 with a note explaining your AGI is unchanged.
Three- file a 1040x and add the 8606
What is you opinion ?
‎December 15, 2021
9:14 AM