Retirement tax questions

No.     They can only be filled out manually.   Note, the there is a $50 penalty for each missed 8606.   The IRS can waive the penalty if you provide a reasonable explanation  and request a waiver on a letter included with the forms when you mail them.

 

Each 8606 must be for that tax year.

 

You can download past years 8606 forms and instructions from the IRS site here:

 

https://apps.irs.gov/app/picklist/list/priorFormPublication.html;jsessionid=VSgFhrqjzhfgZaqMRe5gdexs...

 

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.**