whbunn
Returning Member

Deductions & credits

Yes, IRA box is checked.

 

I began withdrawals in tax year 2017 , RMD.  I failed to take into account my after tax contributions, so no 8606 generated.  My error.  After tax money put in over my working years 1975-2005.  Nor did I use 8606 for tax years 2018 and 2019.  I've made no contributions since I retired.

 

I did not fill out 8606 when I made first withdrawal tax year 2017 RMD.

 

While 1099R box seven is code 7 it is a 401k account.

 

I have tried using 8606 on duplicate file but I can't seem to get it to calculate pro-rated taxable amount.  When I switch forms the 8606 I filled in disappears.

 

What can I do?