Retirement tax questions


@tianwaifeixian wrote:

Thanks for your reply! I just checked. I do not see 1040 line 32 has any number for 2013. And I do not see 8606 either :( How could that happen? is that a bug of turbox tax?


More likely, you failed to indicate in the IRA contribution interview  that you recharacterized the contribution.  Just file the missing 8606 now with an explanation.

 

2013 8606 https://www.irs.gov/pub/irs-prior/f8606--2013.pdf

2013 instructions https://www.irs.gov/pub/irs-prior/i8606--2013.pdf

Where to mail:  https://www.irs.gov/filing/where-to-file-addresses-for-taxpayers-and-tax-professionals-filing-form-1...

**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.**