Retirement tax questions

Did you deduct it in 2018 or was it non-deducible?

 

If non-deductible and you did not report it on your 2018 tax return on a 8606 form with the deduction online 1 and 14 (if you had no 2018 IRA distribution), then you need to file a 2018 8606 to report it.    You use the 2018 8606 line 14 amount when entering the 2019 1099-R into the 2019 tax return.

 

2018 8606 -  https://www.irs.gov/pub/irs-prior/f8606--2018.pdf

2018 instructions - https://www.irs.gov/pub/irs-prior/i8606--2018.pdf

**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.**