Retirement tax questions

On a piece of paper attached to your mailed tax return.

 

If using the desktop version, in the forms mode on the 8606 box between line 1 and line 2, click the explanation box.    I do not know of a way in the online versions to do that.

**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.**