AmyC
Expert Alumni

Retirement tax questions

The form 8606 tracks your contributions to a traditional IRA. distributions from a ROTH IRA and when funds are converted. If it is a year with none of these, the form is not used. Here is Form 8606 (PDF)

 

See Where do I find Form 8606?

 

@nlassman 

 

 @tc32 It sounds like you should have had 8606 in your returns. You should go back and create the 8606 and send it in. You can mail the 8606 separately. See Instructions for Form 8606 (PDF)  Go back to your old returns, download as if you will amend. You will not amend, just force the 8606 and print it.

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