"Do I print out all 40 forms from each year and complete them and submit in one bundle?" yes see below.
"Do I need to know info such as the value of the account at the time of each of those years?" No.
"Do I need copies of the tax form from each year?" No
You only need to file a 8606 form for each year that the Traditional IRA contribution was not deducted that year on your tax return. You cannot combine years - a separate 8608 for that tax year must be submitted but can be sent in one package. Note that there is a $50 penalty for each missed 8606 but the ITS can waive that if you attach a reasonable explanation.
You can get past years 8606 forms here - NOTE that 8606 form only go back to 1987, prior to 1987 non-deductible Traditional IRA contributions were not allowed so if not deducted then that basis is lost.
https://apps.irs.gov/app/picklist/list/priorFormPublication.html;jsessionid=_7_3aXXiIz_7YvgGzKyQbh2b...
Main to: https://www.irs.gov/filing/where-to-file-addresses-for-taxpayers-and-tax-professionals-filing-form-1...
I suggest mailing certified with receipt or other tracking service.
**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.**
